Invest With Purpose®
Aspirational Financial Planning®
Wealthrepreneur® Relationship Model
We use three pillars to help Tech Professionals “bridge the gap,” between the wealth they have, and the wealth that they know they deserve. These three pillars enable us to confidently and consistently produce the results our clients are looking for.
RHS Financial has created an operating system that provides “you,” our most valuable client, with three core principles. Complete mastery of equity compensation and the tax ramifications that comes with it, complete and total transparency in investment management, and a dedicated wealth manager that prioritizes understanding your unique needs, desires, and beliefs.
Our Exclusive Expertise
> We are experts in understanding the tax ramifications. We help you demystify what you owe in taxes and why, and ultimately how to reduce your tax bill.
> We help you understand how this wealth building source fits into your financial plan.
> We help you navigate the emotional pitfalls that come with equity compensation.
> We also help you structure creative strategies that ultimately maximize the potential from this source of income and wealth building.
> We can spot opportunities to improve your tax situation due to mistakes that may have been made or opportunities that might have been missed.
> We position your investment strategy to provide you with the best possible outcome by using complex tax mitigation strategies.
This crucial process allows you to understand how all your finances are interconnected, how your wealth grows over the years, and allows us to statistically stress test different scenarios. We turn arbitrary decisions into objective ones.
We have an internal proprietary software and process to manage these types of investments. We also help you understand how to navigate the emotional burden that comes along with this asset. We are part investment strategist, tax professional, and financial therapist.
Schedule your FREE
15-minute consultation.
- Maximize Equity
- Minimize Taxes
- Optimize Wealth
How We’re Different
No Sales Pitch. The only way we get paid is by the fees you pay us. Our interests are always aligned with yours.
Our in-house built software gives our clients access to institutional level investment strategies at a retail level cost.
We are committed to attaining the industry’s highest education and certifications which require us to follow the most rigorous ethical codes when we work with you.
You’ve earned this opportunity!
You have worked hard and taken risks in the world of Silicon Valley which has given you access to the opportunities of a lifetime. RHS is one of those opportunities. Let our team of expert fiduciary financial planners and investment managers give you a clear path to unrivaled financial freedom and flexibility.
In the News
Take the first step with us and let us show you how to get to your definition of financial success.
Concentrated Stock Case Study
Mark has spent most of his adult life working for a large public technology firm, and his dedication has paid off in a big way. Thanks to the generous stock options he has received, he is easily a multi-millionaire. The problem? Half of his wealth is tied up in his concentrated position in his company, and the capital gains tax he faces make him wonder if selling is the right move.
Real Estate Evaluation Case Study
Hillary and Avi have built impressive careers, utilized employee investment and retirement plans, and taken advantage of equity compensation. Right now, however, the couple wants to access the underlying wealth they’ve accumulated to purchase a home. Is now the right time to buy? This couple can’t quite decide, which is why they turn to us for help.
