Wealth Script Advisors
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Wealth Script Advisors
  • About Us
    • About Us
    • Fees
  • What We Do
    • What We Do
    • Financial Planning
    • Investment Management
    • Equity Compensation
    • Tax Planning
    • Real Estate Strategy
    • Estate Planning
  • Why Choose Us
  • Who We Serve
  • Resources
    • Resources
    • Blog
    • In the Media
    • Frequent Questions
    • Videos
  • Client Portal
    • Charles Schwab
    • Interactive Brokers
    • eMoney Advisor
    • Blueleaf
  • Start Here
  • About Us
    • About Us
    • Fees
  • What We Do
    • What We Do
    • Financial Planning
    • Investment Management
    • Equity Compensation
    • Tax Planning
    • Real Estate Strategy
    • Estate Planning
  • Why Choose Us
  • Who We Serve
  • Resources
    • Resources
    • Blog
    • Videos
  • Client Portal
    • Charles Schwab
    • Interactive Brokers
    • eMoney Advisor
    • Blueleaf
  • Start Here
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Media Mentions and Industry Involvement

Alex Caswell is Quoted on WealthManagement.com:

“How Warren Buffett, the ‘GOAT’ of Investing, Has Influenced RIAs”

Alex Caswell is Quoted on CNBC:

“Nearing retirement? These strategies can protect your savings from tariff volatility”

Alex Caswell is Quoted on Bloomberg:

“Gold is Hitting Records Amid Tariff Uncertainty. Should You Invest?”

Alex Caswell is Quoted in US News and World Report:

“Better Mortgage Is Offering Refi Perks. Your Lender May Be Doing It, Too.”

Alex Caswell is Quoted on Financial-Planning.com:

“Diversification through luxury watches? Advisors have thoughts”

Alex Caswell is Quoted on Yahoo Finance:

“Here’s how consumers can ‘get ahead’ of tariff price hikes”

Alex Caswell is Quoted on Nasdaq.com:

“6 Ways To Ensure You Save More Money Every Single Year”

Alex Caswell is Quoted on Investopedia:

Can Undocumented Immigrants Collect Social Security?

Alex Caswell is Quoted on Investopedia:

Are bonds still a good retirement investment?

Alex Caswell is Quoted on Investopedia:

Retirement Planning Without Heirs: How Skipping Kids Impacts Your Later Years

Alex Caswell is Quoted on TheStreet.com:

“Gen X & your 401(k): New lifetime income options are here”

Alex Caswell is Quoted on ThinkAdvisor:

Clients’ Worst RMD Mistakes: Advisors’ Advice

Alex Caswell is Quoted on Yahoo Finance:

“Adjustable-rate mortgages are staging a comeback as buyers seek lower rates”
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Fee-only. Fiduciary. Focused on your future.

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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  • Phone: 415-300-0610

    Email: alex@mywealthscript.com

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