Your fit meeting

A 30-minute call to learn about your situation, answer your questions, and determine if we're the right fit — no obligation, no pitch, no cost.

We work with engineers, managers, and directors at Apple, Google, Nvidia, Microsoft, Amazon, Meta, and Tesla who want to make smarter decisions about their equity compensation and long-term wealth.

Tell us a little about yourself

After submitting you'll be taken directly to our calendar to choose a time that works for you.

✓  Got it — taking you to our calendar now…

Something went wrong. Please email us directly at info@techviewwealth.com and we'll get right back to you.

What happens next

1

Submit the form and choose a time directly on our calendar — no back-and-forth email needed.

2

You'll receive a confirmation with a calendar invite and a brief prep note.

3

On the call, we learn about your situation, answer your questions, and see if working together makes sense.

You'll be meeting with

ML
Matt Lewis, CFP, CFA
Private Wealth Advisor

Matt specializes in equity compensation planning, tax optimization, and investment management for tech professionals and their households.

WH
Will Hammond, CFA
Private Wealth Advisor

Will works with clients on portfolio management and financial planning, with a focus on building long-term wealth strategies for tech professionals.

Who we work with

Apple Google Nvidia Microsoft Amazon Meta Tesla International households