Wealth Management for Tech Professionals in Portland, Hillsboro, Beaverton, and Seattle
Financial Strategies Designed for High-Earning Innovators
As a tech professional, you’ve built your career on innovation, problem-solving, and driving forward the future. But when it comes to managing your wealth, navigating stock options, optimizing tax strategies, and planning for long-term financial security, the landscape can be just as complex as the technology you build. That’s where we come in.
Why Work with Us?
At Independent Investment Advisors, we specialize in providing sophisticated wealth management solutions tailored to the unique needs of tech professionals in Portland, Hillsboro, Beaverton, and Seattle. Whether you’re an engineer, developer, founder, or executive, we take a boutique approach—working with a select number of client families to provide holistic financial planning, tax strategies, investment management, and estate planning.
The Challenges We Solve for Tech Professionals
✅ Equity Compensation Planning – Navigating RSUs, ISOs, NSOs, and ESPPs can be daunting. We help you understand when and how to exercise your stock options to minimize taxes and maximize gains.
✅ Tax-Efficient Wealth Growth – Tech professionals often face high tax burdens. We build proactive tax strategies, including tax-loss harvesting, charitable giving strategies, and tax-efficient investment allocations.
✅ Diversification Strategies – Concentrated stock positions can create risk. We design customized diversification strategies to protect and grow your wealth while managing risk exposure.
✅ Early Retirement & Financial Independence Planning – Whether you’re pursuing FIRE (Financial Independence, Retire Early) or just want more flexibility, we create roadmaps to financial freedom tailored to your aspirations.
✅ Private Investments & Alternative Assets – We offer access to exclusive investment opportunities, including private equity, venture capital, and real estate, to align with your long-term goals.
✅ Estate Planning for Tech Professionals – From protecting intellectual property to creating trusts for future generations, we ensure your wealth is structured efficiently for legacy planning.
Our Approach: Boutique, Holistic, and Personalized
Unlike large financial firms that provide cookie-cutter solutions, we focus on a select group of high-net-worth clients to deliver tailored strategies that evolve with your career and life changes. Our expertise spans:
- Coordinating with CPAs and attorneys to optimize your financial strategy.
- Implementing multi-generational wealth planning.
- Advising on liquidity events like IPOs, acquisitions, and stock sales.
Serving the Tech Community in Portland, Hillsboro, Beaverton, and Seattle
Tech careers often come with rapid changes, from promotions and startup equity to career pivots and exit strategies. We ensure your financial strategy adapts as fast as your career evolves. We work closely with tech professionals in the Pacific Northwest’s thriving innovation hubs to provide strategic financial guidance that aligns with your goals.
Let’s talk about your financial future. Schedule a consultation today to see how we can help you optimize your wealth and build long-term security.
