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les@grossmantalent.com
grossmantalent.com/our-team

(650) 387-0533

101 Jefferson Dr, Menlo Park, CA 94025
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30/40 Wealth Partners

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Ultra High Net-worth
30/40 Wealth helps tech professionals with $1M–$15M+ in equity compensation turn stock options, RSUs, and company stock into lasting wealth. We specialize in pre-IPO planning, liquidity events, and tax-optimized strategies for managing concentrated public company stock.
Financial Advisor / Planner
Wealth Manager
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Flames Financial Planning

Investment Planning & Management
Tax Planning
Retirement Planning
Family Financial Planning
Trusts
Flames Financial Planning is a flat-fee, fee-only fiduciary firm built for people who want clarity, not complexity. We specialize in retirees with $1–5M and young high earners earning $300k+ who want their entire financial life working in sync. Investment management, financial planning, tax filing,
Financial Advisor / Planner
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EquityFTW

Advice-Only
Estate Planning
Equity Recipients
Ultra High Net-worth
FIRE
We are a Fee-Only and an Advice-Only firm. Meaning we don’t earn commissions, and we don’t require management of your investments. We're based in Silicon Valley but serve people in tech everywhere.
Financial Advisor / Planner
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Owl & Ore Wealth Planning

College Planning
Equity Recipients
Family Financial Planning
Retirement Planning
Wealth Management
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
Financial Advisor / Planner
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Accountalent

Cash Flow/Budgeting
Controllership
Corporate Tax Return
Fractional CFO
Tax Planning
Accountalent is the Go-To tax and accounting solution for 5,000+ Startups. As trusted tax and accounting experts focusing solely on startups, we are here to make your finances easy to understand. Our focus is on income tax compliance, R&D Credits, and bookkeeping and we scale with our clients from Seed to C.
Accounting Firm
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Morling Financial Advisors

Equity Recipients
Portfolio Management
Retirement Planning
Tax Planning
Ultra High Net-worth
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Financial Advisor / Planner
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