Case Studies Archive - Wealth Script Advisors

28 Jul 2025

Denise & Rory

Problem: Denise and Rory dreamed of owning a home in France to be closer to family, but felt overwhelmed by the foreign market, legal hurdles,...

28 Jul 2025

John

Problem: John, a Google exec in his 50s, dreamed of more time for his passion, restoring planes, but felt trapped by stock concentration and job...

28 Jul 2025

Shelly

Problem: Shelly, a long-time Apple employee, earned 70% of her income from RSUs, making it tough to qualify for a traditional mortgage, despite holding millions...

28 Jul 2025

Kourosh

Problem: Kourosh wanted his first San Francisco home to double as a smart investment, but wasn’t sure if the numbers on a $3M duplex made...

28 Jul 2025

Cormac

Problem: Cormac had nearly all his $5M net worth tied up in highly appreciated Netflix stock, some up over 2,000%, leaving him exposed to concentration...

28 Jul 2025

Roderick

Problem: As Roderick prepared to make the U.S. his permanent home, Australia hit him with a $60K capital gains tax bill, based on unrealized gains...

28 Jul 2025

Saed & Kim

Problem: After upgrading from TurboTax to a CPA, Saed and Kim wanted a second set of eyes to ensure nothing was missed, especially with the...

28 Jul 2025

Mariana

Problem: After leaving Snowflake, Mariana discovered that her $500k in stock options were about to expire, during an IPO blackout that blocked her from selling...