TECH | Wealthmark Advisors


You could be tech executives at one of the largest companies in the world, or just beginning a new career at a new Tech-Startup, but most of you will have access to similar compensation plans.  The key is knowing how to optimize the plan that you have available to you.  Here are some areas we specialize in helping you.   

  • Pre-IPO stock
  • ISO (Incentive Stock Options)
  • RSU (Restricted Stock Units)
  • Section 83 (b) election  
  • ESPP (Employee Stock Purchase Plan)
  • 401k
  • 401k After-tax Contributions (Mega backdoor Roth)
  • Net Unrealized Appreciation (NAU) in your work
  • Washington State Estate Tax
  • FIRE (Financial Independence Retire Early)