FirstVault was formed to solve the unique wealth management needs of innovators and leaders. Our clients often carry outsized risks, concentrated stock positions, and the need for comprehensive planning to navigate liquidity before, during, and after an event.
A new kind of client has emerged from the tech economy — equity-rich, time-poor, and underserved by wealth management built for a previous generation.
Founders, early employees, engineers, and executives don't just need a portfolio manager. They need a team that understands stock option mechanics, 10b5-1 plans, QSBS, tender offers, and the psychology of sudden or concentrated wealth. FirstVault was built around that specific need, not retrofitted from a generic advisory practice.
We work with a deliberately limited number of relationships so every client has direct access to a founding partner — not a junior associate three layers removed from the decision-making.
Registered with the SEC, with no proprietary products to sell — our recommendations aren't shaped by a house agenda.
We specialize in equity-heavy, liquidity-event balance sheets rather than generalist retirement planning.
Every client works directly with a founding partner — the same person from onboarding through every major decision.
Get to know the advisors, strategists, and operators who make up FirstVault.
Meet Our Team