Nathaniel Donohue (CFP®, CLTC, CLU, RICP®)
Nathaniel Donohue focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Alternative or Private Investments
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Tax, estate, and investment strategies for executives whose wealth is tied up in company stock. Best known to serve equity recipients (RSU, ISO, NQSO, ESPP). -Diversifying a concentrated position without an unnecessarily large tax bill -RSU vest planning, and ISO/NQSO exercise strategy including AMT -Planning around an IPO, acquisition, trading window, or 10b5-1 plan -Multi-year tax projections that drive the sale sequencing -Charitable and estate planning for appreciated stock -Alternative investments (private equity, venture capital, private credit, etc)Additional Information
Hi, my name is Nathan Donohue. I've spent 15+ years advising hundreds of families, including executives at companies such as Microsoft and Amazon, on equity compensation and concentrated wealth. I've also lived the concentration problem myself. Roughly 95% of my own net worth was once tied to the financial services firm I co-founded and helped grow to ~$500 million in assets under management, before ultimately selling it. That experience shaped Valence - narrow on purpose, highly technical, and built specifically for people dealing with concentrated wealth. I hold the CFP® and RICP® designations and serve as a fee-only fiduciary at all times, compensated only by a flat fee paid directly by my clients. One flat annual fee, 0% AUM, no commissions, no product sales, and no asset minimum. Your portfolio is not our invoice.NAPFA Start Date
September 22, 2026
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