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.
AS SEEN IN
Combining Today's Success with Tomorrow's Dreams
Our five core services are designed to protect and nurture your financial future against any odds.
Aspirational Financial Planning®
We recognize that financial decisions are not just about numbers but also about human needs and behavior.
Using a four-part planning process, we tailor our guidance to align with your unique career trajectory, current circumstances, and lifetime goals.
Investment Management
Our Invest with Purpose® process starts with your goals and tolerance to risk. Then, we develop a sophisticated investment strategy personalized entirely to your desire for investment management.
Using a rules-based approach, our strategy is not just about managing your investments but crafting a path that gets you to your goals on your terms.
Equity Compensation
Optimizing the intricate details of your stock options, whether publicly traded or privately held, requires specialized knowledge.
Our team of professionals guides you through the nuances of your equity compensation packages.
Real Estate Investing
We help you determine when to transform your equity into a home, a portfolio of single-family homes, or your Airbnb empire.
From financing your first home to evaluating investment deals to creative ways to reduce the tax bill when selling we have you covered.
Tax Planning
Taxes can be complex and stressful. We help you understand your potential exposure and develop effective strategies to reduce your tax liabilities so you can sleep better at night.
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.
Fiduciary
Trust
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.
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.
