Financial Advisors
Lehi, UT
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.
Ideal for: Tech employees with equity compensation, high-income earners, startup founders and equity holders, diligent savers seeking professional delegation, professionals wanting tax-efficient wealth strategies
Service area: Lehi and surrounding areas, serving tech professionals throughout Utah
Tech-Focused Expertise: Specializes exclusively in financial advice for technology professionals, with deep expertise in equity compensation (RSUs, stock options, ISOs, ESPPs, QSBS, AMT) and tech-specific wealth challenges.
True Fee-Only Structure: Independent fiduciary advisor with no commissions or kickbacks. Transparent, tiered fee structure (1.25% on first $1M, declining to 0.50% above $5M) with non-AUM options available.
Holistic Financial Planning: Goes beyond robotic portfolio management to address tax planning, estate planning, cash flow planning, asset protection, and equity optimization aligned with personal goals and lifestyle objectives.
Address: 2701 N Thanksgiving Way #100, Lehi, UT 84043
Phone: (801) 901-0663
Website: techwealth.co
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