Wealth Script Advisors LLC
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Overview
2 - 9
Employees
2020
Year Founded
ABOUT WEALTH SCRIPT ADVISORS LLC
Financial Planner
Fee-only. Fiduciary. Committed to your future. Wealth Script Advisors offers tailored financial planning and investment management specifically for employees and founders in Silicon Valley. Our expertise lies in equity compensation strategies such as RSUs, stock options, and IPO planning. Whether you're working at a rapidly growing startup or an established tech firm, we assist you in transforming intricate compensation structures into a clear, personalized wealth approach. Located in the center of the tech industry, we recognize the dynamics of your career and develop financial plans that evolve alongside it.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
2020
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Wealth Management
About the Team
OUR STORY
Wealth Script Advisors crafts personalized financial strategies tailored to the unique careers and aspirations of tech professionals. Specializing in complexities like equity compensation, stock options, and tax optimization, they transform challenging financial scenarios into clear, tax-efficient plans aimed at wealth growth and preservation. Distinct from traditional advisory firms, they combine fintech innovation, big-bank resources, and bespoke expertise usually reserved for ultra-wealthy clients, offering white-glove, scalable wealth management solutions. Led by experienced professionals such as Alex Caswell and Dorene Marquet, the firm emphasizes transparency, client-focused outcomes, and collaborative partnerships with top financial, tax, and legal experts. Their mission is to simplify complex finances, empower clients with confidence, and prioritize integrity and excellence in every aspect of service.