Prospero Wealth, LLC

Jacob Tally is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He is the owner and founder of Tinegoba LLC, which provides contracting services to Prospero Wealth along with consulting advice to startups and small-to-medium sized businesses. Prior to his current role, he worked in various capacities at Cap Hill Brands, New Engen, Crowd Cow, and ZULILY. Prospero Wealth offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, and provides assets-under-advisement consulting and held-away account monitoring through a seven-person advisory team.

Our firm is made up of veteran former tech professionals who have become fiduciary advisors specifically to assist their former colleagues and other tech professionals. We practice data-driven financial planning and asset management. We differentiate ourselves by being highly respectful of your time and focusing on ruthless prioritization. We specialize in equity compensation and concentrated stock positions.

Michael Bergines is a financial advisor at Prospero Wealth, LLC in San Jose, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Armanino LLP and PayPal, among others. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, and offers assets-under-advisement consulting to other advisers.

Originally born and raised in New Delhi, India, I came to the USA when I was 17 to attend college at the University of Illinois at Urbana-Champaign. A little over a decade later, I have worked as a technology consultant, lived in 7 cities, married my lovely wife Sharanya, and picked up a liking (plus a license!) for Scuba diving. We have been calling the LA area home for just about 2 years, although we do spend a considerable time traveling! I want to make financial planning more accessible to Indian immigrants in tech in their 30s and 40s who are too busy to implement while eschewing the suit and tie! Why I Started CapitalWe In 2014, I graduated college without a job offer lined up, so I moved to the Bay Area in search of a job. Desperate after a couple months of non-stop job searching, I took the first offer I got, which paid a low salary (by Bay Area standards). I found it challenging to cover bills and rent even while being paid a “coveted” bay area tech salary. In order to make ends meet, I quickly became obsessed with optimizing each dollar and eventually with the FIRE movement (Financial Independence / Retire Early). After speaking with friends, family and colleagues who were all struggling with similar challenges, I realized this is a universal problem. Having learnt about investing, I wanted to find a good advisor who would be able to round out my spreadsheets and was willing to work with young professionals, but found the advisors either had high minimums or were trying to sign me up for sub-par financial products to earn their commissions. I started CapitalWe to relieve financial stress for all young professionals as they transition between various stages of life: school, marriage, home-buying and all other firsts!

Suhas Joshi is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds a Series 65 designation. Before joining Prospero Wealth in 2022, he worked at Stripe for three years and Facebook, Inc. for seven years. Prospero Wealth, LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment programs using individual securities, ETFs, derivative strategies, and offers assets-under-advisement consulting to other advisers.

Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm employs tailored investment strategies including individual securities, ETFs, derivatives, and long-short approaches, and offers a unique assets-under-advisement consulting service to other investment advisers.

Marcus Maurer is a financial advisor at Prospero Wealth, LLC in Seattle, WA, with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Prospero Wealth since 2016 and Ameriprise from 2006 to 2014. In addition to his advisory role, he is a full-time employee at the University of Washington. Prospero Wealth offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm utilizes tailored investment strategies including direct indexing, leveraged and inverse ETFs, options, and short sales, and provides assets-under-advisement consulting to other investment advisers.