Innovative Financial Solutions for Tech Industry Professionals

Maximize Equity  Minimize Taxes Optimize Wealth 

Diverse Minds, United Vision: Crafting Bespoke Solutions for Your Unique Opportunities

Securing your financial future demands more than just managing your wealth; it requires a partner who understands the true opportunity of your financial journey. At RHS Financial we specialize in wealth management for Bay Area and Silicon Valley tech professionals.


Combining Today's Success with Tomorrow's Dreams

Our five core services are designed to protect and nurture your financial future against any odds.

Our comprehensive guide addresses how you, as a high-earner, could potentially reduce your taxable income.

These tax reduction strategies have been collected from our experience as financial advisors and actual client scenarios.

What You Can Expect When You Partner With RHS

We’re transforming what wealth management means for our tech industry clients.

Discover what sets us apart from other advisory firms in the Bay Area.


Client-Centered Commitment

At the heart of our service lies a simple promise: We will be your trusted partners for building and protecting your wealth, ensuring your needs are always our top priority.



Being a fiduciary isn’t just about a title; we pledge to always act in your best interests. We focus solely on what truly benefits you and your family.


Cutting-Edge Technology

Our proprietary technology opens the door to best-in-class investment opportunities that have been used for decades by institutional investors without the hefty expenses.


Responsive and Accessible

We believe in being highly accessible to you. We encourage our clients to be very interactive with us so we can address your needs promptly. Our fully digital processes transform financial planning, reduce costs, and expand investment opportunities.

What our clients have to say about working with us.

RHS Financial
Based on 28 reviews
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Tushar BhushanTushar Bhushan
18:30 05 Dec 23
It's been over a year since I started my financial journey with Alex, and I couldn't be more pleased with the progress we've made together.From the outset, Alex took the time to understand my unique financial situation, aspirations, and concerns. Throughout the past year, Alex has consistently provided expert advice and guidance that has not only met but exceeded my expectations.One of the things I appreciate most about Alex is his proactive communication style. Alex has been great at providing regular check-ins, updates on market trends, and a willingness to answer any questions I have. Alex has a genuine interest in my financial success and has been instrumental in helping me make informed decisions. Would highly recommend!
Moosa ChoudhryMoosa Choudhry
18:52 27 Nov 23
Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.
Barbara BurgessBarbara Burgess
20:04 31 Oct 23
RHS has served as our financial advisor and money manager for over five years. They are full service and have set our investment profile to suit our ages and our risk tolerance. They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner. We would highly recommend this firm. We get the sense that they have our best interests in mind so we sleep nights even when the market is choppy.
Roy WongRoy Wong
03:53 24 Oct 23
My wife and I have been part of the RHS Financial family since 2011. RHS has helped us transition into retirement with the confidence that we will live out our retirement years without financial worries. RHS has a highly knowledgeable staff and employs proprietary portfolio modeling based on years of investment experience. RHS has helped us achieve our retirement goals. I continue to put my trust in RHS.
Tracy JonesTracy Jones
19:08 22 May 23
We have been with RHS financial for over 8 years. They are extremely responsive and do a great job managing our portfolio and our tax situation. I highly recommend Risley and his team.
Brian EvansBrian Evans
03:08 19 Oct 22
My wife and I have been using financial planners for the last 33 years. About 8 months ago we began our journey with RHS Financial and have been incredibly satisfied with their company. RHS is vastly more responsive, professional and transparent than any of the prior organizations. Our planner (Alex Caswell) has worked extremely hard taking time to meet with us over the last 8 months to make our retirement dreams a reality. He has been such a great partner and has guided us every step of the way. We are so grateful to have found Alex and we recommend him to anyone who is looking for a planner to help you with your future financial plans. He is the best.

Our solutions and services aim to help our clients maximize their equity compensation, minimize the amount of taxes they pay, and grow their wealth. Results vary based on client circumstances.

Are you ready to experience what financial success looks like for you and your family?

Let us help you bridge the gap between the wealth you have and the wealth you know you deserve.