Investment Management
The portfolio we manage for you goes well beyond a standard ETF allocation. Direct indexing is at the core of what we do — private market access, concentrated stock strategies, tax-loss harvesting, and more — all coordinated with annual tax projections and a plan that gets revisited, not filed away.
Companies we work with
As an independent wealth management firm, we have access to the entire marketplace, not a proprietary list of in-house products.
That matters most for the problem we hear about constantly: a large, low-basis, concentrated stock position that's grown too big to ignore but too appreciated to simply sell.
We're well-versed in the full range of advanced strategies built to solve exactly that, including exchange funds, long/short extensions, covered calls, and other options-based approaches, and we help you choose the ones that fit your specific position, not a one-size-fits-all answer.
Direct indexing sits underneath all of it: instead of owning a fund, you own the individual stocks themselves, which brings the flexibility to manage taxes, exclude a specific stock, and build around what you already hold at your employer.
For a closer look at how we coordinate this with your annual tax picture, visit our tax planning page.
How we're paid
We're fiduciaries by design. We aren't paid commissions on anything inside your investment accounts, so the strategies above are chosen because they fit your situation, not because one pays us more than another.
Ongoing Wealth Advisory
A long-term advisory relationship for people who want a trusted team continuously managing and updating their financial world.
- Continuously updated financial plan
- Portfolio management and direct indexing
- Ongoing tax strategy and annual projections
- Support through job changes and major decisions
- Year-round access to your advisory team
Financial Blueprint
A comprehensive written financial plan for people who want clarity, direction, and actionable recommendations.
- One-time comprehensive financial plan
- Retirement, cash flow, tax, and investment analysis
- Specific recommendations you can implement yourself
- Focused strategy sessions with your advisory team
- No ongoing commitment required
Success Story
The Latest
Our team might be a fit if…
You work at Amazon, Microsoft, Meta, or Google or another tech company, public or private.
Your household is highly compensated in company stock, and you need it turned into an actual plan, not just a number on a statement.
You're over 45, have a family, and don't have enough hours in the day.
You already max out your 401(k), and have at least $1M in investable assets.
You believe in professional advice, and you're a nice person. (Seriously — that last one is a deal-breaker.)
We work with households across a range of net worth, with deep expertise for company stock positions between $5–50 million.
We're a comprehensive advisory firm, not an à la carte one. One relationship covers:
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Wealth Management
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Financial Planning
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Tax Planning
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Trust & Estate Planning
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Insurance Planning
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RSU & Stock Options
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
Let’s Make Smart Decisions, Together.
Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.
All of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (and many of our team members hold or are in pursuit of other advanced certifications).
We offer unbiased advice and never push any proprietary products…because we don’t have any.
As an independent Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.
Our experienced team has worked with hundreds of smart people just like you.
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are.
We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.