Wealth Script Advisors LLC

Services Offered

• Personalized financial planning
• Equity compensation strategies
• Tax optimization
• Investment management

About

Wealth Script Advisors is a boutique wealth management firm located in San Francisco, California. The firm specializes in personalized financial planning, equity compensation strategies, tax optimization, and investment management. Their team includes Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), and Enrolled Agents (EA), providing expert guidance tailored to the needs of tech professionals. Wealth Script Advisors focuses on serving software engineers, product managers, startup founders, and other innovators in the technology sector, helping them navigate the unique financial challenges they face.

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