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We help startup employees and founders with financial planning and investment management, starting with your most precious asset, your equity.
As a startup employee or founder, you likely took a chance and worked hard to build something great. But, when it comes to managing your money — you shouldn’t leave it up to chance.
We work with you to build a portfolio to protect and grow your money at pace with your financial goals, through a systematic approach to investing. You may also get exclusive access to private market investments.
1
Review your financials, including your private equity, and set future goals.
2
Build a detailed equity plan and optimize for minimizing taxes.
3
Create a financial plan and identify ways to improve financial outcomes.
4
Review investments, understand Secfi’s investment approach, and implement portfolio strategy.
5
Ongoing investment performance review, as well as tax and estate planning.
6
Prepare and file your annual taxes.
You’re at the heart of what we do
We got our start to help educate startup employees on what to do with their equity, after our founders struggled with their own equity decisions, resulting in expensive mistakes. We’ve since experienced first-hand how our community has been underserved by wealth advisors who lack expertise in equity planning, and only care when you have millions. But startup employees deserve better. And we’re determined to do right by them, no matter what.
We play it straight
Our only goal is to help you make financial decisions that set you up for success. We don’t have a hidden agenda or hidden fees. We’re transparent, honest, and give you the facts. We practice the same values inside Secfi, and have a zero-tolerance policy for a**holes.
We’ll never push products
Our financial advisors do not sell financing products and do not accept commissions, or kickbacks of any kind. We believe these under-the-table payments introduce conflicts of interest when we are working together to reach the same goal: your financial well-being. Exercise or liquidity financing may or may not be a good strategy or even a viable option for Secfi Wealth clients. Our advisors will guide you through these scenarios, and provide you with an objective view of all providers (that means us and our competitors). If you decide that you want to explore Secfi Financing, you will be introduced to an Equity Strategist.
We act in your best interest
Our business entities have been set up to safeguard our client relationships and prevent conflicts of interest. As a registered investment advisor (RIA), we are required to act in the best interest of our clients, always. All our financial advisors carry the appropriate designations and adhere to the most stringent regulatory standards.
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
