Financial Planning for Tech Professionals

Experience the Confidence You Deserve

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Win The Tax Game

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Optimize RSU Compensation

Make Work Optional

You’ve Worked Too Hard to Let Money Steal Your Freedom.

◆ Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon.

◆ You’re smart and capable, yet you find the internet has endless opinions but no advice – which only causes more anxiety.

◆ You’ve worked hard to give your family the flexibility, optionality and control you deserve.

 Experience the Confidence You Deserve.

 
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Win the tax game

Taxes are confusing. Understand what you’re missing so you can win the game for years to come.

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Optimize rsu compensation

Implement a framework for holding, selling, and gifting your shares.

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make work optional

Design a plan to reach financial independence. Work because you love it, not for the paycheck.

 

Who we serve:

Our team might be a fit if…

  • Do you work at Amazon, Microsoft, Meta, or Google?

  • Is your household highly compensated in company stock?

  • Are over the age of 45, with a family, and not enough hours in the day?

  • Do you already max out your 401(k), and have at least $1M of investable assets?

  • Do you believe in professional advice, and you’re a nice person? (seriously, that last one is a deal-breaker…)

 

The Process

 
 

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Year-end tax planning is complex and time-consuming. This checklist will help you figure out where to start and identify what matters for 2024!

A Quick Guide to RSU Tax Rates in Washington
A Quick Guide to RSU Tax Rates in Washington

When it comes to understanding your compensation package, it’s crucial to know just how much makes it to your pocket.

Seattle's Best Financial Advisors in 2024: A Notable Recognition for Chris Kaminski
Seattle's Best Financial Advisors in 2024: A Notable Recognition for Chris Kaminski

What does it mean to be listed as a Forbes Best-In-State Top Next-Gen Advisor? Here’s what you need to know about this prestigious recognition.

Are RSUs Taxed Twice? What You Need to Know
Are RSUs Taxed Twice? What You Need to Know

Part of navigating your compensation package is knowing how taxes will affect your bottom line.

 Do You Have Financial Clarity?

Find out in 2 minutes with our short assessment.

 Let’s Make Smart Decisions, Together.

Nathaniel Donohue & Christopher Kaminski, Founding Partners and Advisors for Consilio Wealth Advisors.
 

Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.

  • All of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals (and many of our team members hold or are in pursuit of other advanced certifications).

  • We offer unbiased advice and never push any proprietary products…because we don’t have any.

  • As an independent, Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.

  • Our experienced team has worked with hundreds of smart people just like you.