You have built significant wealth. Now the decisions shape your life.
For engineers and technology executives with $5-20M+, financial decisions become more complex and more consequential.
We work with you as a thinking partner—to bring clarity, structure wealth intentionally, and ensure your financial life supports the life you actually want to live.
- Data-driven insights. Human-centered planning.
- Make confident decisions across equity, taxes, and long-term planning.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.*
Current client. No compensation provided.
*This testimonial was provided by a current client of the Firm. The client was not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or success. There are no known material conflicts of interest associated with this testimonial.