Simplify Wealth Planning

$8–10k/year | Project-Based Plans: $450/hr

You got the RSU vest notification, watched the shares hit your brokerage account, and did nothing because you weren't sure whether to sell or hold. You exercised stock options last year and the tax bill was double what you expected. You've told yourself for three years that you'll figure out whether early retirement is actually possible, but the spreadsheet keeps getting pushed to next weekend. Meanwhile, every quarter that passes without a real plan is costing you.

That's the exact problem SWP was built to solve. I started this firm because I think financial advice should make your life simpler, not add another layer of complexity to it.

Most of our clients are in tech, biotech, financial services, and consumer brands, earning $150k to $500k+ (and company stock). Some are mid-career and focused on optimizing every vest, minimizing the tax drag, and handling concentrated stock positions. Others are closing in on early retirement and need a plan that covers a 40+ year time horizon, the gap before Medicare, and turning what they've built into income they won't outlive.

I have 16 years in financial services, including 13 at J.P. Morgan and Cohen & Steers. I'm a CFP and hold the CFA, the gold standard credential for investing. I cover both financial planning and ongoing portfolio management. Based in Austin, TX, serving clients nationwide.

SWP charges a flat annual fee covering employer stock optimization, multi-year tax planning, early retirement income strategy, estate planning, and portfolio management. Most advisors charge 1% of your investments, so your fee grows as your wealth grows, even if the work doesn't.

Want to know whether your current approach is working? We offer a free "Are You On Track" Snapshot. Two meetings where we go through your full financial picture, model your goals, and show you where the gaps are.