Wealth Script Advisors is a boutique wealth management firm serving technology employees and founders, particularly those with high incomes, complex compensation, and ambitious financial goals. The firm helps clients turn challenging financial decisions into clear, actionable plans, with personalized guidance and ongoing, direct support.

Its services include comprehensive financial planning, investment management, equity compensation planning, tax planning, real estate strategy, and estate planning. With Enrolled Agents on its team, Wealth Script Advisors emphasizes proactive tax strategies for issues such as stock awards, investment decisions, and major financial events. Its investment approach is tailored to each client’s goals, circumstances, risk preferences, and existing holdings, including concentrated employer stock. Available strategies include direct indexing, long/short strategies, exchange funds, 351 funds, and box-spread strategies.

Wealth Script Advisors also helps clients evaluate decisions such as purchasing a home, changing careers, diversifying investments, or preparing for early retirement. Its relationship-driven model is designed to simplify financial complexity and adapt as clients’ needs evolve, helping technology professionals make informed choices about their wealth.