At Techview Wealth Advisors, we don’t chase assets — we engineer outcomes, driven by a passion to improve financial lives.
As former Wall Street Analysts, we apply an uncommon level of analytical rigor to exceptional businesses and deliver custom, tax-effective strategies for high-performing technology professionals.
We also serve international clients seeking a private CFO in the world’s largest economy, combining tax savings with strong US investment alternatives.
Financial Planning
Holistic planning to provide a comprehensive view on your finances
Maximizing retirement savings
Insurance & risk mitigation
Education savings
Estate planning
Regular updates & sprints àla Agile
Investment Management
Focus on investing in the world’s best companies at compelling prices
Diversification across asset classes with low correlation to each other
Risk management via diversification and mechanical trading rules
Advice on alternative investments (e.g. real estate, startups, crypto)
Tax Planning
Maximum tax efficiency through complementary strategies across RSUs, retirement accounts, taxable investments, and living expenses
Mega Backdoor Roths
Tax loss harvesting
Real estate tax shields
Coordination with tax accountants
Turning Aspirations into Achievements
Wealth Management for Tech Professionals
Offer for Prospective Clients
If you're considering our services but have an existing advisor and wish to evaluate our performance before entrusting us with all your investment accounts, we can discuss managing a portion of your portfolio initially.
This arrangement allows you to directly observe how our expertise and service quality compare to that of our competitors.
Six Dimensions of Wealth
We build wealth and help our clients achieve financial freedom by striving for excellence across 6 key areas:
1. Investment Returns
We aim to provide exceptional returns by focusing on long-term positions in exceptional companies and acquiring their stock at compelling valuations.
2. Tax Optimization
We maximize tax efficiency for your entire household through the intelligent use of retirement accounts, tax loss harvesting, income tax deductions, and long-term tax planning.
3. Equity Compensation
Whether you receive RSUs, ISOs, or restricted stock, we’ll create a plan designed to give you the optimal balance in terms of return, risk, liquidity, and bargaining power with your employer.
4. Financial Planning
Through holistic financial planning we develop personalized strategies to help our clients reach their financial goals and achieve financial freedom.
5. Risk Management
We protect your wealth by identifying potential risks, developing mitigation strategies and inoculating your life through insurance and investment solutions.
6. Estate Planning
We will ensure you have an estate plan that distributes your assets according to your wishes while minimizing taxes - during your life and thereafter - and providing security and peace of mind for your loved ones.
10 Reasons We’re the Right Choice
We attract and retain clients by striving to exceed expectations of investment performance, tax efficiency, financial planning, and customer care.
1. CLIENT RELATIONS
Our investment thesis is to focus on exceptional companies and invest in them at compelling valuations.
2. INVESTMENT THESIS
We measure our performance against the investment benchmark most appropriate for your circumstances and risk profile. For clients with growth-oriented equity portfolios, that benchmark is frequently the S&P 500.
3. INVESTMENT OBJECTIVE
We provide tax planning for you and all members of your household — across all accounts, even the ones we don’t manage.
4. TAX PLANNING
We enhance the value of your equity compensation by complementing it with tax-efficient retirement accounts, intelligent investing, and risk management.
5. EQUITY COMPENSATION
As a fiduciary and “fee-only” advisor, we are bound by legal, ethical and reputational standards to put your interests before our own.
6. FIDUCIARY DUTY
Our fee is paid at the end of each quarter after the work has been completed and the results measured.
7. MANAGING LIFE RISKS
We provide guidance on insurance and estate planning to lower your risks, inoculate your lifestyle from unexpected life events, and protect your loved ones.
8. TIMING OF FEES
9. TRANSPARENCY
Our fee is straightforward and simple to calculate.
Our relationship is built on accountability. We believe clients should stay because they want to — not because they’re locked in.
10. BOTTOM LINE