At Techview Wealth Advisors, we don't chase assets — we focus on outcomes, driven by a passion to improve financial lives.
As former Wall Street Analysts, we apply rigorous analysis to high-quality businesses and deliver custom, tax-effective strategies for 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 high-quality 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
Improved 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, we can discuss managing a portion of your portfolio initially so you can evaluate our approach and service directly before deciding whether to move additional accounts to us.
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 competitive investment outcomes by focusing on long-term positions in high-quality companies acquired at disciplined valuations.
2. Tax Optimization
We work to improve tax efficiency for your entire household through the 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 help you balance 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.
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 help reduce your risks, prepare for 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