Wealth Management
Your financial life isn't siloed, so your team shouldn't be either. Our wealth advisors and specialists work as one team on your plan, not a collection of people who occasionally compare notes. That coordination is what turns a plan on paper into a plan that actually gets implemented, and implementation is where the real value of a wealth management relationship shows up.
Companies we work with
That means:
Investment Management— portfolio strategy built around direct indexing and concentrated stock positions
Financial Planning— a plan that adapts as your income, equity, and goals change, not a document filed away
Tax Planning — strategy built into every financial decision, year-round
Trust & Estate Planning — your legal documents and your accounts, finally working from the same facts
Insurance Planning — coverage sized to your actual plan, not sold to you as a product
RSU & Stock Options — a dedicated strategy for exercising, vesting, and selling your equity compensation
Lending — mortgages, margin and portfolio-backed loans, and home equity lines of credit, with relationship-based pricing built around the assets you already hold with us
Every one of these is coordinated by your team at Consilio, not handled in silos by specialists who aren't talking to each other.
Why Consilio
We built Consilio specifically for tech professionals navigating complex equity compensation, RSUs, ISOs, NSOs, and concentrated stock, rather than trying to be everything to everyone. We're an independent wealth management firm and fiduciary with no proprietary products. Nothing we put inside your investment account pays us.
We work across multiple custodians, including Fidelity and Schwab, so you're not limited to one platform; we'll help you get to the right one for your situation.
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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Financial Planning
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Investment Management
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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.