Most of my clients did everything right. They joined a good company, worked hard for a decade, and let the stock vest. Now most of their net worth sits in one ticker, and nearly every move they'd make has a tax bill attached to it. I spent 15+ years advising hundreds of families on equity compensation, including executives at companies like Microsoft and Amazon. Then I co-founded a wealth management firm, grew it to $500 million in assets under management, and sold it. So I've sat on your side of the table. What if it drops before I diversify? What if I sell and it keeps running? I know that tension first hand. Valence is the firm I wanted back when I was in it. Narrow on purpose and highly technical. We model RSUs, ESPP, ISOs and NQSOs, AMT exposure, 10b5-1 plans and concentrated positions alongside the rest of your balance sheet. Our financial plans cover retirement cash flow, college, charitable giving, estate decisions, real estate. Those choices compound into each other, so we sequence them together instead of handing you a pile of disconnected recommendations. Our firm charges one flat annual fee. It doesn't change because your portfolio grew, and it doesn't change because you had a good year. Paying more because you have more is a relationship you already have. It's called the IRS. A few things that matter to the people I work best with. I focus on what's actually controllable - which is tax strategy, estate coordination, fees and execution. I can't control the market and won't pretend otherwise. Outside of work I'm a fairly new pilot, which has been a useful reminder of what it feels like to be a beginner at something really hard. I love to run, hike, and lift weights. My wife and I are avid international travelers. I'm based in Scottsdale, Arizona and work with clients across the country by video. If your tax situation is complicated and you're tired of paying a percentage of your portfolio, let's talk.