Financial Planning for Tech Professionals

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  • Win the tax game

  • Optimize rsu compensation

  • make work optional

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⬇️If this resonates, you’re in the right place ⬇️

You've spent your career in tech. You kept the stock you were granted, stayed the course, and it worked.

Now you're sitting on a massive capital gain, a concentrated position in one or two stocks, and a compensation package that keeps pouring more in.

And somewhere along the way, you started asking a different question.

Not “how do I earn more?" — but "what would it look like if I stepped back from this crazy, busy career?”

“How do I reduce risk without blowing up my plan?”

“How do I make smart moves without sending a massive check to the IRS?"

Schedule a Call

 Experience the Confidence You Deserve.

  • Win the tax game

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

  • Optimize rsu compensation

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

  • make work optional

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

Explore our Services

Our team might be a fit if…

  • You work at Amazon, Microsoft, Meta, or Google or another tech company, public or private?

  • Your household is highly compensated in company stock, and you need it turned into an actual plan, not just a number on a statement.

  • You're over 45, have a family, and don't have enough hours in the day.

  • You already max out your 401(k), and have at least $1M in investable assets.

  • You believe in professional advice, and you're a nice person. (Seriously — that last one is a deal-breaker.)

We work with households across a range of net worth, with deep expertise for company stock positions between $5–50 million.

Schedule a Call

We're a comprehensive advisory firm, not an à la carte one. One relationship covers:

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Explore Our Recent Posts

Insights
The Two-Birds-One-Stone Strategy: Pairing Your Deferred Compensation Plan with a Concentrated Stock Sell-Down
The Two-Birds-One-Stone Strategy: Pairing Your Deferred Compensation Plan with a Concentrated Stock Sell-Down

These “problems” might sound familiar: an income so high that taxes take a painful bite every year, and a brokerage account stuffed with company stock that has grown into an uncomfortably large share of your net worth. Here’s one strategy that might help.

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Switching Employers? How to “Double Dip” Your After-Tax 401(k) Bucket
Switching Employers? How to “Double Dip” Your After-Tax 401(k) Bucket

Can you tuck away more in your 401(k)? If you’re transitioning between different employers in the same calendar year, this trick lets you save beyond the standard contribution limits.

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Breaking Down Amazon's 401k & Vesting Options
Breaking Down Amazon's 401k & Vesting Options

As one of the largest tech companies out there, Amazon offers some enticing options when it comes to caring for its employees.

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Estate Tax Reduction Strategies for Washingtonians
Estate Tax Reduction Strategies for Washingtonians

For high income families in Washington state, estate taxes can take a sizable chunk of your hard-earned wealth from your heirs. Read up on our top strategies to reduce your estate taxes.

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Washington's Millionaires' Tax: What Tech Professionals Need to Know
Washington's Millionaires' Tax: What Tech Professionals Need to Know

If you work in tech in Washington and your income climbs past a certain level, make sure you know about this new tax. Here's a quick breakdown of what it actually does, who it hits, and where things stand right now.

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6 Strategies to Optimize Your Voluntary Severance Package
6 Strategies to Optimize Your Voluntary Severance Package

Voluntary severance is a chance to restructure your finances for even better long-term growth and protection. Here are some strategies to make the most of your package.

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 Let’s Make Smart Decisions, Together.

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.

Learn More About Us