Helping equity-compensated
professionals gain clarity and confidence in their financial path.

Financial Advice, Tax Planning, and Investment Management

Maximize equity. Minimize stress.

Helping equity-compensated professionals gain clarity & confidence in their financial path.

Financial Advice, Tax Planning, and
Investment Management

Partnering with equity-earners from leading companies.

Meta

Amazon

Google

Palantir

Reddit

Walmart

6sense

McDonald's

Wiz

Anthropic

Meta Amazon Google Palantir Reddit Walmart 6sense McDonald's Wiz Anthropic

Meta

Amazon

Google

Palantir

Reddit

Walmart

6sense

McDonald's

Wiz

Anthropic

Meta Amazon Google Palantir Reddit Walmart 6sense McDonald's Wiz Anthropic

Partnering with equity-earners from leading companies.

About Wysopal Wealth

Planning for your future, personalized for your life.

Wysopal Wealth is a high-touch, planning-first financial advisory firm built to help you integrate your equity with your overall financial life, ensuring it supports your goals, both short- and long-term.

With me, there are no product sales, hidden fees or commissions — just a personable relationship with the intention to unveil what financial happiness actually means to you and how to achieve it.

As Seen In

Financial insights featured in Finance Buzz, Gusto, and U.S. News & World Report.

Want more educational material?

My Services

My job is to take the stress, time, and energy of managing your hard-earned wealth off your plate.

Here’s how I can help you:

  • Equity Compensation Planning

    I help educate and guide you through key decisions like how much concentration is right, when to sell, and the tax implications. My goal is to help you maximize your equity while minimizing your stress around these critical choices.

  • Tax Planning

    Taxes will be one of the largest costs in your life, and they’re even trickier when equity is involved. I develop tax strategies and partner with your CPA to help you keep more of what you've earned and to eliminate surprises.

  • Investment Management

    My investment approach is built around globally diversified, low-cost, and tax-efficient portfolios tailored to your goals. I incorporate any equity holdings into a cohesive strategy to help you invest confidently for the long term.

  • Ongoing Financial Planning

    This isn’t a ‘set it and forget it’ planning firm. Financial planning with me is a continuous partnership. Our regular meetings ensure your financial plan stays aligned with your vision, providing peace of mind along the way.

  • Company Webinars

    I provide equity education webinars for companies. Topics include considerations when your company is about to IPO, understanding types of equity, taxation, vesting schedules, and more. If you’re interested in scheduling, let’s chat.

  • Podcast Features

    Your audience deserves clear, actionable insights from an expert who makes equity easy to understand. If you need a guest who can break down RSUs, stock options, taxation, and IPO strategies, let’s connect.

How We Partner

Through a high-touch, planning-first approach, we solve all of your financial complexities together.

Before I dive into analyzing and optimizing your unique financial situation, my process starts with a no-commitment intro and discovery phase to learn more about you, understand your goals, and align on your vision.

Intro & Discovery

    • 30-minute Intro Call that allows both parties to determine if we’re a good fit.

    • If we both agree that there’s value in continuing the conversation, we’ll schedule a no-commitment Insights & Opportunities meeting to explore potential strategies for you.

    • Next Steps: Before the Insights & Opportunities meeting, I’ll ask you to provide a few key documents. I’ll analyze your financial picture in advance so we can have a meaningful discussion.

    • I’ll take a look at where you are today, identify where I can add value to your situation, and discuss how I can help you get where you want to be.

    • If you choose to move forward, I’ll send over my Advisory Contract for you to sign and we’ll schedule your Get Organized Call to kick off the planning process.

Taking Action

    • Timeline: Your first year

    • I help you get financially organized, clarify your vision for your life, and ensure every part of your wealth: cash flow, equity, taxes, investments, and estate planning works together to build the life you want.

    • A clear, structured process that simplifies your finances and gives you confidence in every decision.

    • Timeline: Your second year and beyond

    • Financial planning isn’t a one-time event — it’s an ongoing process. My structured year-round planning approach ensures you stay ahead of tax changes, your equity, and evolving financial priorities.

    • A dynamic process that adapts with you — keeping your finances aligned with your life.

  • Great question! Wysopal Wealth is built with you at its core. I intentionally serve a select number of clients, ensuring you receive the personalized attention and in-depth guidance you deserve. My approach allows me to truly get to know you and your family, provide the time and focus you need, and have the capacity to help you navigate important financial decisions with confidence.

  • Clients are charged based on their complexity. To see a price breakdown with examples, check out my fee structure for ongoing planning and investment management.

  • First and foremost, I work with clients who are open to advice and committed to making informed financial decisions. Beyond that, my clients typically have household incomes above $300K and experience one or more of the following scenarios: equity compensation, purchasing a home, changing jobs, or other significant financial transitions.

  • No, but most of my clients have equity compensation as part of their financial picture. I work with individuals who value personalized guidance and a thoughtful approach to managing their wealth, ensuring they receive the support that best fits their needs.

  • At this time, I do not prep and file client tax returns. Throughout my yearly work with you, I will be doing proactive tax planning to optimize your tax exposure each year. I will then collaborate with your CPA come tax season to make sure everyone’s on the same page.

    Don't have a CPA? We will use our deep bench of CPA partners to hook you up!

  • Client accounts are held at Altruist or Charles Schwab custodial platforms. Clients have access to their accounts to view transactions, value, and account statements through mobile app or website.

  • If at any point you feel our partnership isn’t the right fit, I completely understand and want you to find an advisor who’s best for you. My advisory agreements have no required commitment period, so you’re free to move on whenever the time feels right. I simply ask for a two-week written notice, and if you’re open to it, I’d love to have a conversation to learn from your experience and support you in finding the right next step.

FAQ

Common questions I can help with.