As a professional working for one of Silicon Valley’s tech giants, you have access to some of the most lucrative and generous benefits in the nation. But are you getting the most you can out of your benefits?
We are a wealth management firm with an expertise in the unique financial issues facing professionals at the world’s largest tech companies. Our founder, Bruce Barton, CFP®, CFA, worked in the high-tech industry before he became a financial advisor and combined his expertise in both industries in his 2019 book, Personal Finance for Tech Professionals in Silicon Valley and Beyond.
We can help you with your:
Restricted stock units (RSUs): How much are yours worth? Should you sell? How much will you be taxed?
Employee stock purchase plan (ESPP): Should you participate? How much should you contribute? Should you sell your stock, and when?
401(k) plans: Are you putting enough aside? How can you save more? What do you do with a 401(k) with a previous employer?
Making sense of perks like RSUs and ESPPs can be challenging. We provide the expertise to help you make the most of your benefits and build wealth.
Based in San Jose and Palo Alto, Parkworth Wealth Management is an independent Registered Investment Advisor that provides fee-only financial planning and investment management to tech professionals throughout Silicon Valley and the San Francisco Bay area.
Use the form below to schedule a complimentary, 30-minute consultation where we’ll discuss your situation and how we may be able to help.