Nathan Donohue, CFP®, RICP®

Keep more of what you built.

Valence Wealth is a flat-fee wealth management firm for executives whose wealth is tied up in company stock.

If RSUs, ISOs, NQSOs, ESPP shares, or highly appreciated stock make up a meaningful part of your net worth, every financial decision can become a tax, risk, and timing decision.

That's the problem we solve.

We help clients answer questions like:

• How do I diversify a concentrated stock position without creating an unnecessarily large tax bill?

• My RSUs keep vesting. What should I sell, and when?

• When should I exercise my stock options, and how do I manage AMT exposure?

• How should I plan around an IPO, acquisition, trading window, or 10b5-1 plan?

• How do charitable giving, estate planning, taxes, and the rest of my portfolio fit together?

Valence coordinates your tax strategy, investment management, estate planning, and broader balance sheet into one plan.

Why Valence?

I've spent 15+ years advising hundreds of families, including executives at companies such as Microsoft and Amazon, on equity compensation and concentrated wealth.

I've also lived the concentration problem myself. Roughly 95% of my own net worth was once tied to the financial services firm I co-founded and helped grow to ~$500 million in assets under management before ultimately selling it.

That experience shaped Valence - narrow on purpose, highly technical, and built specifically for people dealing with concentrated wealth.

Depending on the situation, our work may include tax projections, direct indexing, exchange funds, options strategies, charitable planning, 10b5-1 plans, estate coordination, and tax-aware sale sequencing.

One flat annual fee. 0% AUM.

Your portfolio is not our invoice. Our fees are based on the complexity of the work - not the size of your portfolio. Current annual fees range from $10,000 to $25,000.

If a significant portion of your net worth is tied to one company or highly appreciated asset, let's talk.