The Financial Landscape is Changing,
Your Wealth Management Should Too.

Smart Wealth Management For Tech Professionals

Maximize Equity | Minimize Taxes | Optimize Wealth

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Invest With Purpose®

Aspirational Financial Planning®

Wealthrepreneur® Relationship Model

We use three pillars to help Tech Professionals “bridge the gap,” between the wealth they have, and the wealth that they know they deserve.These three pillars enable us to confidently and consistently produce the results our clients are looking for.

RHS Financial has created an operating system that provides “you,” our most valuable client, with three core principles. Complete mastery of equity compensation and the tax ramifications that comes with it, complete and total transparency in investment management, and a dedicated wealth manager that prioritizes understanding your unique needs, desires, and beliefs.

Our Core Expertise

Equity Compensation is a big part of how you get paid for the hard work and risks you take. It is payment through RSUs, ESPPs, ISO, NQSO, and other complex equity structures. We are experts in understanding the tax ramifications. We help our clients demystify what they owe in taxes and why, and ultimately how to reduce that tax bill. We help them understand how this wealth building source fits into their financial plan. How they should navigate the emotional pitfalls that come with equity compensation. We also help you structure creative strategies that ultimately maximize the potential from this source of income and wealth building.

Proactive Tax Planning starts with a deep review of your tax returns to familiarize ourselves with your personal taxable obligations. This helps us do two things. First, we can spot opportunities to improve your tax situation due to mistakes that may have been made or opportunities that might have been missed. Second, we position your investment strategy to provide you with the best possible outcome by using complex tax mitigation strategies.

This crucial process allows you to understand how all your finances are interconnected, how your wealth grows over the years, and allows us to statistically stress test different scenarios. We turn arbitrary decisions into objective ones.

Customized investment portfolios based on your financial goals, desires, preferences in investing, feelings about the market, and risk tolerance. This enables you to efficiently achieve your short and long-term goals.

Highly Appreciated and Concentrated Investments are common in Silicon Valley. Many of our clients come to us after they have accumulated a significant holding in one investment. This one investment usually makes up a large portion of their overall wealth. Our job is to help them evaluate how to reduce the risk and usually the tax burden of this investment. 

We have an internal proprietary software and process to manage these types of investments. We also help clients understand how to navigate the emotional burden that comes along with this asset. We are part investment strategist, tax professional, and financial therapist.

Most of our clients come to us after years of saving, working at different companies, following different investment trends, and accumulating many different types of accounts at many different investment firms. We help create clarity in the clutter and get you organized based on what will get you the best possible outcome.

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15-minute consultation.

  • Maximize Equity
  • Minimize Taxes
  • Optimize Wealth

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How We’re Different

No Sales Pitch. The only way we get paid is by the fees you pay us. Our interests are always aligned with yours.

Our in-house built software gives our clients access to institutional level investment strategies at a retail level cost.

We are committed to attaining the industry’s highest education and certifications which require us to follow the most rigorous ethical codes when we work with you.

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You’ve earned this opportunity!

You have worked hard and taken risks in the world of Silicon Valley which has given you access to the opportunities of a lifetime. RHS is one of those opportunities. Let our team of expert fiduciary financial planners and investment managers give you a clear path to unrivaled financial freedom and flexibility.

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Take the first step with us and let us show you how to get to your definition of financial success.

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Concentrated Stock Case Study

Mark has spent most of his adult life working for a large public technology firm, and his dedication has paid off in a big way. Thanks to the generous stock options he has received, he is easily a multi-millionaire. The problem? Half of his wealth is tied up in his concentrated position in his company, and the capital gains tax he faces make him wonder if selling is the right move.

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Real Estate Evaluation Case Study

Hillary and Avi have built impressive careers, utilized employee investment and retirement plans, and taken advantage of equity compensation. Right now, however, the couple wants to access the underlying wealth they’ve accumulated to purchase a home. Is now the right time to buy? This couple can’t quite decide, which is why they turn to us for help.

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