For Tech & Equity Comp
Your equity comp is complicated. Your plan shouldn’t be.
RSUs, ESPP, a concentrated position, and a move to Utah that changes the tax math. We help tech professionals turn equity comp into a diversified, tax-aware plan.
What we hear from tech professionals
- A large share of your net worth is tied up in one company’s stock, and you know it.
- RSUs vest every quarter and you’re not sure the withholding is actually covering the tax.
- You moved from California to Utah and the state tax picture changed under you.
- You want to diversify without triggering a tax bill you didn’t plan for.
What we plan around
Concentration and diversification
A deliberate plan to reduce single-stock risk on a schedule that manages the tax, rather than all at once.
RSU withholding and estimated tax
Making sure vesting events don’t turn into an April surprise.
ESPP, mega-backdoor, and tax-loss harvesting
The moves that quietly add up when your income and equity are both high.
Multi-state and relocation
Getting the California-to-Utah transition right, including timing and residency.
The Adams Wealth Plan™
A disciplined process, built around you.
Planning isn’t a one-time event. It’s an ongoing relationship that adapts as your life and the markets change. Explore each step below.
Why tech professionals work with us
You want an analyst’s rigor, not a sales pitch. We manage portfolios in-house and speak the language of equity comp, so the plan is specific to your grants and your goals.
We're not selecting on the headlines. We're selecting on the fundamentals.
Get a read on your equity position.
A no-obligation review of your concentration, vesting, and tax exposure. Fee-only, and built for equity comp.