Lilac Wealth is a boutique wealth advisory firm serving technology professionals, founders, senior executives, and venture capital clients who need more specialized guidance than generalist financial advice can provide. Founded by Steven Walraven, CFA, the firm draws on a decade of experience working with technology clients and aims to make complex financial decisions clearer and more manageable. Its approach brings together the interconnected demands of equity compensation, concentrated stock, liquidity, and long-term planning in a strategy tailored to each client’s life and goals.

Lilac Wealth offers comprehensive services including cash flow and tax planning, investment advisory and management, credit and lending strategies, and equity compensation planning. Clients can also receive support with bill payment and bookkeeping, trust and estate strategies, insurance and risk management, and charitable planning. The firm invites prospective clients to schedule a conversation about their financial goals and how its services may help. Lilac Wealth also provides client tools, including document sharing, a client folder, a Kubera dashboard, and a portfolio platform.