Tech executives often face special circumstances that merit the help of a specialized fiduciary advisor. Our team of experienced advisors is well-versed in serving the needs of tech professionals — whether it’s managing stock options, deferred compensation plans, or restricted stock units (RSUs) — and can help you strategically plan for the future.
From navigating a merger or acquisition to evaluating a benefits package, our concierge-style team can help you achieve financial stability for yourself and your family for years to come.
Find out if you're ready to work with a financial advisorYour hard earned assets should be working just as hard as you do. MA Private Wealth has the expertise to build a sophisticated financial strategy that accommodates your unique scenario. Whether you have stock options, equity compensation, or another financial arrangement, we can help you navigate the challenges and opportunities that come with a successful career in tech.
As a tech professional, you face special circumstances that require knowledge of the startup-space and attention to detail.
1355A San Carlos Ave.
San Carlos, CA 94070
2105 S Bascom Ave. Ste 185
Campbell, CA 95008
650.232.2021
