Blue Horizon Wealth Management | financial planning for tech

Helping People in Tech Optimize their Financial Future

Financial Planning designed specifically for those working in the tech industry who have equity compensation

Stock Options & Equity Compensation

We'll help you optimize your equity and minimize tax surprises.

Secondary Market Liquidity

Guidance on how to access liquidity for your shares—even before an IPO or acquisition.

High-Income Tax Planning

Smart strategies to reduce your tax burden and keep more of what you earn.

Volatile Career Paths

Plan for job transitions, IPOs, and industry shifts with confidence.

We help answer critical questions like:

Should I exercise my stock options?
How do I avoid a massive tax bill when selling my shares?
My company is going public or about to be acquired by another firm—what does that mean for me?
How should I balance my equity compensation with other investments?
What’s the best strategy for my 401(k), ESPP, and other benefits?
At what age can I make work optional?

At Integrated Wealth Management, we specialize in helping tech professionals optimize their equity compensation and strategically plan their finances—paving the way to financial independence and making work optional.

Our Ideal Client

We work with highly compensated tech professionals who:

✅ Want to outsource their investment management, gaining back valuable time to focus on what truly matters to them.

✅ Receive a large portion of their compensation in RSUs, ISOs, NSOs, or ESPPs
✅ Hold pre-IPO shares or significant equity in a private or public company
✅ Want to minimize taxes and strategically diversify their holdings
✅ Are planning for a major liquidity event (IPO, acquisition, or secondary market sale)
✅ Need a clear strategy to turn your equity into long-term financial security

How we help You

While every individual and family situation is unique, we’re here to build a personalized plan that simplifies your financial journey and keeps you on track toward your goals. Our promise is to empower you to make confident, informed decisions about your finances and your future. Here’s how we help:

✅ Optimize your stock compensation while minimizing tax liabilities
✅ Diversify your wealth beyond company stock
✅ Plan for IPOs, acquisitions, and liquidity events
✅ Build a long-term, sustainable strategy that encompasses investment management, tax planning, estate strategies, and comprehensive financial planning—paving the way to financial independence and making work optional!

Does this sound like you?

If this sounds like you, and you’re ready to stop spending your nights researching tax strategies, vesting schedules, and how to invest your hard-earned money, let’s chat. Schedule a free 15-20 minute strategy call to see if we’re the right fit for each other—no pressure, just a conversation

Schedule Free Strategy Call

To help ease your apprehension, once you schedule, we'll send you a brief outline of what to expect during our conversation.

The ocean has always played a pivotal role in my life. Growing up in Tampa Bay, I spent much of my childhood on the water with my best friend, exploring every inch of the bay in search of the next great fishing spot. It wasn’t until my first job out of college that I discovered my love for the Pacific Ocean and, more specifically, surfing. The ocean has always been a source of inspiration for me. It is vast, powerful, and full of endless possibilities. Standing on the shore, looking out over the horizon, gives me a sense of calm and clarity that I struggle to find anywhere else. That is exactly how I want my clients to feel when they look toward their financial future.

I joined IWM and launched our division dedicated to serving tech professionals to bring that same sense of clarity and confidence. Before transitioning to wealth management, I spent almost a decade in the tech industry. I know firsthand what it is like to manage your company's stock options, contribute to a 401(k), navigate job transitions and promotions, and make critical financial decisions while trying to balance career growth and life outside of work. I have experienced both the opportunities and challenges that come with working in tech, and my goal is to help professionals and their families maximize their financial potential so they can enjoy the success they have worked so hard to achieve.

Just like reading a wave while surfing, making smart financial decisions requires knowledge, foresight, and experience. My job is to simplify that process and help my clients to make work optional and reach their financial freedom.