Serving the Boston Area and Beyond.
Comprehensive
Financial Planning &
Investment Management
for "builders and creators"— tech executives with equity comp (RSUs, ISOs), solopreneurs, and small business owners.
You’re too busy building to manage the finer points of tax diversification, RSU vesting schedules, or business cash flow. You need more than a generic "asset allocation" plan; you need a strategic partner who understands startup equity, 1099 income, and self-employed retirement plans (Solo 401(k), SEP IRA).
As a solo advisor, I work directly with you to:
Decipher your equity: Optimize RSU, ISO, and NSO vesting for tax efficiency.
Analyze Business Structure Scenarios: Tax planning for solopreneurs and SMBS.
Bridge the gap: Align your personal financial goals with your business's success.
Call to Action (CTA): Book Your Strategy Session.
I offer the personal touch of a Sole Practitioner powered by industry-leading technology and other resources.
Rivermax is a Fiduciary, meaning I put my client’s interest first.
Fee Only With Flexible Options - No Commission Selling
Convenient Live Meetings Days, Eves, or Weekends, in Person or Remote.
Clients Can Get A Secure Client Dashboard and App With Their Data Updated in One Place
I Work To Align Client Plans and Investments With Their Goals, Values, Risk Tolerance, and Risk Capacity
Get in Touch
Contact us for a free introductory discovery meeting.