Financial Planner
Fee-only. Fiduciary. Focused on your future.
Wealth Script Advisors provides personalized financial planning and investment management for Silicon Valley employees and founders. We specialize in equity compensation strategies, including RSUs, stock options, and IPO planning. Whether at a high-growth startup or a public tech company, we help you turn complex compensation into a clear, customized wealth strategy. Based in the heart of the tech world, we understand your fast-paced career—and build financial plans that move with it.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 2020
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