For once, you don’t have to know-it-all or do-it-all
Instead, you get to enjoy it all
Who We Work With
Nerd Nation understands the thrills and complexities of #TechLife unlike any other wealth management firm, whether it’s optimizing stock options, benchmarking compensation, or identifying portfolio homeruns while diversifying and mitigating risk.
Navigate sudden wealth from IPOs
Optimize employer benefits and compensation
Develop a comprehensive strategy for stock options, RSUs, ESPP, 401(k) and investment accounts
Looking forward to life after work? Our team is your sounding board for your biggest money, life and career decisions. We will help you make sense of your options for more meaningful change, opportunities for impact and optimism around your family’s future.
Guide tax incentives and retirement distribution
Create lifelong income and protect your assets
Leave a legacy for your loved ones