Tech Wealth, LLC

Tech Wealth, LLC is a fee-only, fiduciary financial advisory firm specializing in wealth management for technology professionals and equity compensation holders. Based in Lehi, they offer comprehensive services including equity planning (RSUs, stock options, ESPPs, ISOs, QSBS), tax optimization, investment management, estate planning, and financial planning. Their team takes a holistic approach to help tech employees and high-income earners unlock their equity potential, reduce tax liability, and build long-term wealth without commission-based conflicts of interest.