Chrome Advisors

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Wealth Management for Tech Creatives and Executives Expertise ePapers Clients Experience Team Education Client Portal Schwab Account Helping Tech Executives Get Smart with their Stock Schedule Assessment What We Do Smart Stock Planning Should I sell it, or keep it? Minimize Taxes How can I reduce my taxes? Planning Your Lifestyle Do I have enough? Can I walk away? Read our Success Stories Maya, Fast-Rising Executive Will, Creative Director Sarah Monica, Tech Professionals Eddie, Company Founder Download our ePapers Our Clients are... On-the-go, on their devices, and seek current information at their fingertips, so we have built our experience to “meet you where you are.” But, they also want an advisor who truly understands who they are, not just an account number with a $ balance. Our clients talk to us about aspects of their lives beyond money management – things like health, wellness, career, family, and their community. We listen to what is most important to you. We are here to be on your side, and be your advocate. Your Experience We act as your Chief Advisor, so that you can simplify your life and decisions, and focus on what’s most important to you. We do the heavy lifting – the analysis and due diligence to help you save on taxes, grow your investments, and safeguard your wealth. We come to understand your situation (your stock compensation: option grants – ISOs/NQSOs, restricted stock units – RSUs, employee stock purchase plan – ESPP, and stock appreciation rights – S

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