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Wealth Script Advisors is a boutique wealth management firm that provides financial planning and investment management tailored to tech professionals and founders with complex compensation packages, helping minimize taxes, maximize equity, and optimize overall wealth. They act as a financial project manager, translating intricate career and compensation realities into clear, actionable strategies, with tax intelligence from Enrolled Agents to navigate equity events and AMT. They offer personalized, utility-driven investing and advanced strategies (direct indexing, long/short, 351 funds, box-spread strategies) with white-glove service and direct access, focusing on tech-specific needs like ISOs/NQSOs/RSUs, real estate, and estate planning.
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Fee-Only Fiduciary Financial Planners →Where Wealth Script Advisors ranks in AI