Valence Wealth

Keep more of what you built.

Valence Wealth is a flat-fee wealth management firm for executives whose wealth is tied up in company stock. If RSUs, ISOs, NQSOs, ESPP shares, or highly appreciated stock make up a meaningful part of your net worth, every financial decision can become a tax, risk, and timing decision. That's the problem we solve.

We help clients answer questions like: How do I diversify a concentrated stock position without creating an unnecessarily large tax bill? My RSUs keep vesting. What should I sell, and when? When should I exercise my stock options, and how do I manage AMT exposure? How should I plan around an IPO, acquisition, trading window, or 10b5-1 plan? How do charitable giving, estate planning, taxes, and the rest of my portfolio fit together?

Valence coordinates your tax strategy, investment management, estate planning, and broader balance sheet into one plan. Depending on the situation, our work may include tax projections, direct indexing, exchange funds, options strategies, charitable planning, 10b5-1 plans, estate coordination, and tax-aware sale sequencing.

One flat annual fee. 0% AUM. Your portfolio is not our invoice. Our fees are based on the complexity of the work - not the size of your portfolio. Current annual fees range from $10,000 to $25,000.

If a significant portion of your net worth is tied to one company or highly appreciated asset, let's talk.