RHS Financial works with tech professionals. We help clients with financial planning, customized investment management, and what we call a flexible family office. Our focus for our tech clients includes equity compensation, highly appreciated and concentrated stock strategies, and real estate investing.
Our clients are primarily public and private tech employees. Everything from founders to C-Suite to junior engineers.
Planning and Investment Specialties:
- Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc.
- Concentrated Stock Strategies
- Executive Compensation
- Tax Mitigation
- Behavioral Finance and Financial Wellness Coaching