Wealth management services for tech executives and professionals.

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A 4-MINUTE ASSESSMENT FOR TECH PROFESSIONALS WITH $500,000+ INVESTMENTS

Is now the right time to work with a financial advisor?

Tech executives often face special circumstances that merit the help of a specialized fiduciary advisor. Our team of experienced advisors is well-versed in serving the needs of tech professionals — whether it’s managing stock options, deferred compensation plans, or restricted stock units (RSUs) — and can help you strategically plan for the future.

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We help our clients carefully plan for both short- and long-term goals, as well as other financial needs.

From navigating a merger or acquisition to evaluating a benefits package, our concierge-style team can help you achieve financial stability for yourself and your family for years to come.

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Find out if you're ready to work with a financial advisor

You have a career in tech. We help you craft a strategy that accounts for your unique challenges and opportunities.

Your hard earned assets should be working just as hard as you do. MA Private Wealth has the expertise to build a sophisticated financial strategy that accommodates your unique scenario. Whether you have stock options, equity compensation, or another financial arrangement, we can help you navigate the challenges and opportunities that come with a successful career in tech.

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Wealth management for tech requires deep knowledge of the industry and a keen eye for your unique circumstances.

As a tech professional, you face special circumstances that require knowledge of the startup-space and attention to detail.

Tech Professional Articles

We help a wide range of clients in the tech industry by:

Developing a strategy for stock options, deferred compensation, RSUs and ESPP
Unifying investment strategy and consolidating old 401(k) plans and other investments
Evaluating benefit packages
Planning for retirement and creating income projections
Creating a plan for financial stability amid M&A activity and other uncertainties
Investing bonuses or other “extra” cash
Navigating severance packages
Simplifying financial management with a comprehensive, unified investment strategy
Limiting unnecessary exposure in the market
Building saving strategies to optimize cash flows and income
Creating financial modeling and projections
Architecting tax-efficient investment strategies

Institutional intellect with a personal touch.

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