Advisors That Understand the Challenge of Building a Career in Tech.
For more than a decade, I’ve had the privilege of working alongside tech professionals at the forefront of innovation, seeing firsthand the challenges of equity compensation, rapid market shifts, and the pursuit of life-changing wealth. Those experiences taught me that tech careers demand a wealth management partner who speaks your language, anticipates your needs, and delivers tangible value at every turn.
With Wealth Script Advisors, my goal was simple: build a firm that Silicon Valley and tech communities worldwide trust for bespoke, high‑touch service. We combine deep industry expertise with a nimble, feedback‑driven approach, ensuring our strategies remain cutting‑edge and custom‑fit for each client. From refined tax solutions to goal‑focused investment architectures, we design every element to support your long‑term success.
We’re relentless about improvement, listening to your feedback, stress‑testing our process, and refining our offerings so that nothing stands between you and your financial goals. When you choose Wealth Script Advisors, you get more than an advisor: you gain a committed partner dedicated to elevating your wealth, clarity, and peace of mind.
Alex Caswell. CFA, CFP, EA.
Founder and CEO
What Sets Us Apart From Other Wealth Management Options
| WSA | Big Box Brokerages | Wire Houses | Fintechs | |
|---|---|---|---|---|
| Service Level | Boutique White-glove Tech-specialized | Typically self-directed; planning is reactive or upsold | Traditional model Higher client loads Often sales-driven | Mid-level service with remote planners; scaled relationships |
| Fees | 1% of AUM or Less or Flat Fee | 1% of AUM Less or More | 1% of AUM Less or More | Monthly subscription ($150–300+/mo) or flat fee; no AUM |
| Investing Options | Personalized portfolios, tax strategies, utility driven solutions | Cookie-cutter solutions sold as products | Expensive Proprietary products often emphasized | Basic ETFs or models; limited customization |
| Tax Planning | Deep proactive tax planning (RSUs, AMT, NQDC, real estate) | Limited to online tools or basic calculators | Surface-level advice; tax planning not core | Some planning; depth varies by advisor |
| Equity Compensation | Expert-level RSU, ISO, NSO, 83(b), IPO guidance | Limited expertise; not a planning focus | Some experience, but often lacks depth for tech-specific cases | Light coverage; not specialized |
| Relationship Model | Dedicated advisor, direct access, low client-to-advisor ratio | Call center, team-based, or advisor assigned ad hoc | Assigned rep; less flexibility in advisor choice | Remote CFPs; may switch planners; less continuity |
| Planning Scope | Holistic: tax, equity, investments, estate, insurance, lending | Often limited to retirement or investment planning | Moderate scope, but often focused on investable assets | Covers many areas, but depth may be limited |
| Real Estate Analysis | Included: buy/sell analysis, rent vs. own, investment property support | - | - | - |
We’re Independent—and That Matters
Unlike many large institutions, we don’t sell proprietary products or operate under sales quotas. As an independent, fee-only firm, we only focus on what’s best for you. We’re not paid to push investment products or steer you toward prepackaged solutions. Every recommendation is made with your interests first.
You Get Direct Access, Not a Call Center
You’ll work with real advisors who know your situation, not a rotating team or automated chatbot. We’re selective about who we work with to give every client the time, attention, and strategy they deserve.
We Live, Breath Silicon Valley
Whether it’s the clients we work with, the advice we give them about their equity compensation or career choices, or the relentless pursuit of the best tech stack, we care about the evolution of tech.
We Give Back
Building wealth comes with responsibility. That’s why we commit 1% of our annual revenues to support causes that matter, such as local nonprofits, education, and global impact initiatives. When you work with us, you contribute to something bigger than your financial goals.
Choose Advice That Works for You—Not for a Sales Team
If you’re tired of advice that feels too generic, too scripted, or too focused on product sales, let’s talk.