Simplify Wealth Planning

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 without a real plan is quietly costing you. That's the exact problem SWP was built to solve. Most of our clients work at companies you'd recognize 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 accounts for a 40+ year time horizon, bridging the gap before Medicare, and turning what they've built into income they won't outlive. I have 16 years of experience in financial services, including 13 years at J.P. Morgan and Cohen & Steers. I'm a CFP and also hold the CFA designation, which is the gold standard credential for investing. My practice covers both financial planning and ongoing portfolio management, so nothing falls through the cracks between the plan and the implementation. SWP charges a flat annual fee starting at $7,000 that covers everything: stock optimization, multi-year tax planning, early retirement income strategy, estate planning, and portfolio management. Most advisors charge a percentage of your investments (1%), which means your fee grows as your wealth grows, even if the advisor's work doesn't. If you want to know whether your current approach is working, we offer a free "Are You On Track" Snapshot. It's two meetings where we go through your full financial picture, model your goals, and show you where the gaps are.