28+ years advising Technology Professionals in Silicon Valley, Palo Alto, and beyond.
You have built significant wealth. Now the decisions shape your life.
For engineers and technology executives with $5-20M+, financial decisions become more complex and more consequential.
We work with you as a thinking partner—to bring clarity, structure wealth intentionally, and ensure your financial life supports the life you actually want to live.
As circumstances change and consequential decisions arise, you continue to have experienced judgment and guidance alongside you.
- Experienced judgement for consequential financial decisions
- Make confident decisions across equity compensation, concentrated stock, taxes, and long-term planning.
"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.*
Current client. No compensation provided.
*This testimonial was provided by a current client of the Firm. The client was not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or success. There are no known material conflicts of interest associated with this testimonial.
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