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Reach Strategic Wealth

Tax & Financial Planner for senior management tech professionals.

At Reach Strategic Wealth, we specialize in helping senior management at public and private tech firms navigate the complexities of tax planning and equity compensation. Often, companies provide inadequate resources to guide their employees in these crucial areas, causing employees to go on autopilot and simply hope things work out. This leads to increased risk and opportunities lost. We bridge this gap by offering top-tier service through a down-to-earth, collaborative approach. We use straightforward methods to help clients gain clarity and confidence regarding financial decisions.

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Featured Post

Stacking Equity: Boardroom Drama & Tech's Talent Mess

Presented By Issue # 007 | Word Count: 1,990 | Read Time: 7 min Welcome back to Stacking Equity, where we break down the major financial and tech news with more anticipation than an Alabama sorority house on rush week and less controversy than Southwest's new seating policy. The Boardroom Mirage The OpenAI saga this past year was the ultimate reminder that boards can be both powerful and dysfunctional. Depending on which leak you believed, the board ousted Sam Altman because of transparency...

28 days ago • 8 min read

Presented By Issue # 006 | Word Count: 1,846 | Read Time: 7 min Welcome back to Stacking Equity, where we break down the major financial and tech news with more anticipation than an Alabama sorority house on rush week and less controversy than Southwest's new seating policy. Trump vs. The Fed – Two Truths of Monetary Power Last month, we joked that the peak of Fed/White House tension was two old guys in hard hats awkwardly feuding on national TV. Well, Trump decided that wasn't nearly...

about 2 months ago • 8 min read

Presented By Issue # 005 | Word Count: 2,288 | Read Time: 9 min Welcome back to Stacking Equity, where we break down the major financial and tech news with more buzz than Sydney Sweeney's jeans (or 'genes' – hard to say) and with less awkwardness than the ESPY crowd after a Shane Gillis bit. Manipulated Metrics: Why You Should Never Trust a Statistic at Face Value It's official: Trump just fired the Bureau of Labor Statistics (BLS) commissioner for putting out a jobs report that didn't fit...

3 months ago • 10 min read

Presented By Issue # 004 | Word Count: 2,277 | Read Time: 9 min Welcome back to Stacking Equity, where we break down the major financial and tech news with less mystery than the non-existent Epstein list and with more of an appetite than Joey Chestnut at Nathan’s on the Fourth. Dual Perspectives: Why the News and the Numbers Don’t Match We've talked ad nauseam about not getting caught up in the hype of news cycles and doom-and-gloom narratives. But given where we are right now, it's worth...

4 months ago • 9 min read

Presented By Issue # 002 | Word Count: 1,884 | Read Time: 7 min Welcome back to Stacking Equity, where we break down the major financial news and tech trends with less spin than a LeBron playoff elimination interview and more authenticity than Katy Perry's space mission. Tariffs - History, Hype and the Real Impact Let's talk tariffs - because everything in finance is cyclical, much like Marvel reboots or wide-leg jeans (speaking of which, JNCOs are back!) A Bit of Background As mentioned,...

6 months ago • 8 min read