Why Digital Wealth?
At Digital Wealth we help tech professionals manage their money so they can live the life they want. To us this means taking the time to simplify your finances by leveraging technology and building a comprehensive financial plan based on your unique goals.
To us being intentional with your wealth is knowing what you want to achieve and putting a plan in place to move you forward toward your objectives.
Goals-Based Financial Management
Our job is to leverage technology and years of investment management experience to tune out the noise and focus on what matters -- a simplified strategy that helps you reach your goals.
Experience With Financial Planning Strategies for Tech Professionals
Whether you're trying to build a tax-efficient plan for your RSUs, purchase a home, save for retirement or found your own startup -- we're here to make it happen.