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VESTED

Most Financial Advice Wasn't Built for How You Get Paid

Vested covers the equity, tax, and wealth decisions that actually matter for tech professionals — written by an advisor who works with them every day.

Your compensation is more complex than a salary. RSUs that vest in chunks. Options with expiration clocks.

Concentrated stock positions that could make or break your financial picture. A tax bill that shows up whether you're ready or not.
 

Most financial content glosses over all of it. Vested doesn't.
 

Each week you'll get one focused piece on the intersection of equity compensation, tax strategy, and long-term wealth building — practical enough to act on, specific enough to actually apply to your situation.

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What You'll Get:

  • Clear explanations of how equity comp is taxed and when decisions need to be made

  • Strategies for managing concentration risk without leaving money on the table

  • Planning frameworks for dual-income households navigating competing financial priorities

  • Timely topics tied to market conditions, tax season, and the moments that matter most

Who it's for:

Vested is written for tech professionals and their families in the Bay Area and beyond who want to make smarter decisions about their equity, their taxes, and their financial future — without wading through advice that wasn't designed for them.

Written by Bill Promes, founder of Austin Creek Capital, a registered investment advisor based in Mill Valley, CA.

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