Wealth Habits

Wealth Habits which is located in New York, NY, serving clients locally and across the country and provides the following specialized services:

(1) Financial planning services for tech professionals with equity compensation
Focus on optimizing equity compensation for founders and tech professionals. Whether you have Incentive Stock Options (ISOs), Non-qualified Stock Options (NQSOs), RSUs, or anything else, I can help you navigate your divestment and diversification strategy in a tax optimized way.

(2) Advisory services for small business owners
Services include helping small business owners set up retirement benefits, tax opportunities, risk mitigation, and business transition.

(3) Investment Management
Assist you in identifying portfolio options, risk levels, minimizing expenses
Who makes a good candidate for investment management?
(a) If investing is an emotionally charged activity that leads you to act in ways that undermine your interests
(b) If you are a busy professional with little time to devote to your investments

We can help you achieve financial independence. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals.