SEC CRD #801-121207
Consilio Wealth Advisors | Financial Planning for Tech Professionals 0 Skip to Content Schedule a Call Open Menu Close Menu Schedule a Call Open Menu Close Menu Financial Planning for Tech Professionals Experience the Confidence You Deserve Schedule a Call As Seen In Companies we work with Win The Tax Game Optimize RSU Compensation Make Work Optional You’ve Worked Too Hard to Let Money Steal Your Freedom. ◆ Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon. ◆ You’re smart and capable, yet you find the internet has endless opinions but no advice – which only causes more anxiety. ◆ You’ve worked hard to give your family the flexibility, optionality and control you deserve. Schedule a Call Experience the Confidence You Deserve. Win the tax game Taxes are confusing. Understand what you’re missing so you can win the game for years to come. Optimize rsu compensation Implement a framework for holding, selling, and gifting your shares. make work optional Design a plan to reach financial independence. Work because you love it, not for the paycheck. Explore our Services Who we serve: Our team might be a fit if… Do you work at Amazon , Microsoft , Meta , or Google ? Is your household highly compensated in company stock ? Are over the age of 45, with a family, and not enough hours in the day ? Do you already max out your 401(k) , and have at least $1M of investable assets ? Do you believe in professional advice , and y
CHRISTOPHER KAMINSKI
CHIEF COMPLIANCE OFFICER
📞 (206) 533-3670
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$556M
Check Size
$1M–$1M
Location
BELLEVUE, WA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.