Your financial story deserves a thoughtful script
At Wealth Script Advisors, we believe your financial strategy should be as distinctive as the life and career you’ve created for yourself. Whether you’re navigating the complexities of equity compensation, aspiring toward financial freedom from the tech grind, or building enduring generational wealth, we’re here to bring clarity, structure, and purpose to every decision.
We specialize in guiding tech professionals through intricate financial scenarios, including stock options, concentrated equity positions, tax optimization, and sophisticated compensation structures, transforming them into cohesive, tax-efficient strategies for wealth accumulation and preservation. Our approach is refreshingly transparent, conflict-free, and thoughtfully tailored to your unique goals.
We aren’t just another independent, fiduciary, fee-only advisory firm. We combine the best attributes of fintech innovation, big-bank capabilities, and the bespoke expertise typically reserved for ultra-wealthy family offices. By blending personalized, white-glove service with scalable, sophisticated wealth management solutions, we expertly meet the diverse needs of our tech-focused clientele.
Our Team
Alex Caswell
With over 12 years of experience, Alex brings deep expertise in equity compensation, tax-efficient investing, and customized wealth management strategies. He holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Enrolled Agent (EA) designations, reflecting his comprehensive knowledge across investments, financial planning, and taxation.
Alex previously served as a professor at UC Berkeley, educating and mentoring the next generation of Certified Financial Planner™ professionals. He was also a board member for Junior Achievement, a nonprofit dedicated to teaching financial literacy, inspiring entrepreneurship, and empowering young women to pursue careers in STEM-related fields
Dorene Marquet
Dorene began her financial services career in 1997 and has over 20 years of experience in wealth management operations, including leadership roles at several firms and a fintech company. In 2025, she joined Wealth Script Advisors as Client Relationship Manager, bringing her expertise in client service and operational excellence to the firm.
Dorene grew up in Encinitas, CA, and has lived in Carlsbad, CA, for the past 20 years. She has a son, Spencer, who attends the University of Arizona, and two dogs, Chopper and Charlie. In her free time, Dorene enjoys going to the beach, swimming, and gardening.
Bullet
Bullet is our chief cuddle officer and is responsible for maintaining our ‘good vibes only’ policy—a tiny maltipoo with a big heart.
Meet our Affiliates
An innovative experience model built on collaborating with top professionals across multiple disciplines.
You deserve more than traditional financial advice. At Wealth Script Advisors, we integrate world-class financial, tax, and legal specialists who have an intimate understanding of the unique complexities of tech careers and equity compensation. Our hand-picked network ensures you receive concierge-level services tailored precisely to your goals and lifestyle.
Our role is to simplify complex financial landscapes, coordinate seamless communication, and empower you with clarity, confidence, and control over your financial future.
Our Values
Prioritize successful client outcomes above all else
Firm commitment to the best client experience. Every interaction, task, system, dollar, and time spent must be focused on creating the best client outcome and experience. Do the right thing even if it impacts our revenue.
Personal, professional, and corporate growth is at the core of our culture. We constantly evolve and always look for ways to add more value.
There is no room for arrogance. Despite our position, we must be humble in our opinions, assumptions, and advice. Challenge ourselves and double-check our beliefs.
We never cut corners or get lazy. Delivering the absolute best version of yourself is mandatory.
Our greatest strength is our team. We hire the best and retain them by providing meaningful career growth, the ability to contribute to the business’s vision, and industry-leading pay and benefits.
Liability for Services: Each firm is solely responsible for the services it provides and for maintaining the professional standards and obligations required by their respective regulatory bodies and professional codes of conduct. Consequently, any liability arising from the services rendered or advice provided by these firms is confined to the specific firm that delivered the service.
No Joint Firm Status: The collaborative efforts between RHS Financial and our partner professionals do not constitute the formation of a single firm or legal entity. Our partnerships are structured to enhance service delivery while maintaining distinct and separate legal entities. Therefore, each firm retains its autonomy and is individually accountable to our clients and regulatory authorities for its professional actions and advice.
Client Relationships and Responsibilities: We believe in transparency and clear communication with our clients. When engaging with outside professionals as part of your financial strategy, we ensure that the roles and responsibilities of each firm involved are clearly delineated. This clarity helps in maintaining the integrity of our service delivery and in upholding our commitment to your financial well-being.