Equitable Advisors

We are a boutique private wealth management firm designed for first-gen tech pros who want to make a generational impact. We specialize in transforming wealth into impactful legacies. From equity comp, tax optimization, bespoke investment strategies, to estate and philanthropic planning, we ensure your financial decisions foster family prosperity and community enrichment. Partner with us for a future where your wealth creates lasting change.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Financial planning is a journey that never ends and may help our clients fulfill a sense of financial confidence, manage their ever-changing life goals, and often, pursue their life dreams. Our dynamic journey as husband and wife financial planners began in 2005 and continues to set us apart from the status quo. We set out to break down barriers in the financial planning industry and dreamed that we could change the way that people view and engage with their financial advisors. While our profession is serious and complex, we also believe the process of planning can be gratifying, enjoyable and even fun for our clients and team.