Category: Investment Management

Tech professionals use Wealth Script Advisors for their financial planning needs
21 May 2026 Investment Management

How to Manage Taxes on Highly Appreciated Stock

When you’ve spent years working for a tech company, it’s common to build up a substantial amount of highly appreciated stock. Sometimes, this can become...
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RSU financial advisor in the Bay Area for Tech People
16 Apr 2026 Investment Management

Should You Sell RSUs Immediately? 2 Key Exceptions

If you’ve been granted Restricted Stock Units (RSUs) by your employer, you’ve likely stumbled across countless articles that offer a quick, definitive answer to the...
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passive income investments are a myth
1 Dec 2025 Investment Management

Passive Income Investments Are a Myth

You’ve probably heard impressive stories of people touting their “passive investing strategies,” but the definition gets stretched far beyond reality. At its simplest, passive investing...
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Wealth Script Advisors provides personalized financial planning and investment management for Silicon Valley employees and founders. We specialize in equity compensation strategies, including RSUs, stock options, and IPO planning. Whether at a high-growth startup or a public tech company, we help you turn complex compensation into a clear, customized wealth strategy. Based in the heart of the tech world, we understand your fast-paced career—and build financial plans that move with it.
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