CedarStream Wealth is a financial planning and investment management firm founded by Brian Abatemarco, CFP®. The firm focuses on helping individuals make informed decisions about concentrated stock positions and connect those choices with taxes, investments, retirement, and personal goals. Its services include concentrated stock reviews, tax-aware diversification strategies, equity compensation planning for RSUs, ISOs, and NSOs, tax and retirement planning, portfolio management, and comprehensive financial plans.

Clients can engage CedarStream for a one-time, project-based plan or an ongoing relationship that combines financial planning with investment management. Project-based options include portfolio second opinions, concentrated stock position reviews, and tax-aware diversification plans. Ongoing clients receive a comprehensive financial plan and investment portfolio management, with fees based on assets under management.

CedarStream describes its process as four steps: discovering a client’s priorities, designing a coordinated plan, implementing recommendations, and adapting as circumstances change. Brian brings 13 years of financial planning experience and emphasizes personalized, actionable guidance for consequential financial decisions.