2nd Story Wealth

Financial Planning for Professionals, Business Owners, and Families Navigating Life Transitions and Building Wealth with Intention. At 2nd Story Wealth Planners, we are a team of CERTIFIED FINANCIAL PLANNERS™ with over 20 years of experience, partnering with individuals, families, and small business owners, particularly People of Color and their allies, to navigate life’s transitions and pivotal moments with confidence. Through personalized financial planning, we help our clients build and preserve wealth with clarity, structure, and purpose. Who We Serve Our clients are often: • Mid to senior-level professionals experiencing income growth • Business owners and solopreneurs balancing personal and business finances • Individuals receiving equity compensation (RSUs, stock options, ESPPs) • Families navigating major life transitions • People of Color and allies seeking values-aligned financial guidance Many of our clients reach out during key inflection points: • A significant increase in income or career advancement • Receiving equity compensation and unsure how to manage it • Preparing for or navigating retirement • Going through a life transition (marriage, divorce, growing family, loss) • Wanting to bring structure, clarity, and coordination to their life What We Specialize In We help clients navigate complexity with clarity, especially during periods of growth and transition: • Career & income growth planning • Equity compensation planning (RSUs, stock options, ESPPs) • Business owner & solopreneur planning • Tax-aware investment and retirement planning • Life transitions & family planning • Legacy & generational planning Our Approach Our approach combines institutional-level investment and planning expertise with a deeply personal, relationship-driven experience. We take the time to understand not just numbers, but values, priorities, and the life you’re building, so every recommendation is aligned and actionable.