30/40 Wealth Partners
30/40 Wealth is a financial advisory firm focused exclusively on helping tech professionals with significant equity compensation make informed, tax-aware decisions across their most complex financial moments. We work with individuals who typically have $1M to $15M+ in stock options, RSUs, and company stock and want a clear, coordinated strategy — not generic advice.
Our clients are often navigating pre-IPO planning, tender offers, IPOs, acquisitions, and the ongoing challenge of managing concentrated equity in public companies. These events create meaningful opportunities, but also introduce real risk if decisions are made in isolation. We help clients evaluate trade-offs, understand tax implications, and align equity decisions with long-term investment and planning goals.
We’ve guided clients through hundreds of liquidity events, including IPOs, acquisitions, and tender offers, and have helped optimize over $500M in equity-related decisions. Our approach emphasizes clarity, thoughtful sequencing, and disciplined execution — so clients understand not just what’s possible, but what’s most appropriate for their situation.
As a long-term partner, we integrate equity planning, tax strategy, portfolio construction, and your financial plan to help turn concentrated equity into durable, diversified wealth — while staying aligned with your goals and the career opportunities that created it.
