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Financial Planning for Tech Professionals and Entrepreneurs in Florida

If you’re a tech professional or entrepreneur, you already know that your financial path looks different. Stock options, RSUs, AMT traps, and startup liquidity events aren’t covered in most off-the-shelf financial advice. At AMG Wealth Management, we specialize in helping individuals like you make sense of equity compensation, tax trade-offs, and fast-moving financial lives to craft a clear plan.
Whether you’re building a company, working for one, or managing concentrated stock after a big liquidity event, we help you slow down, understand your options, and make smart, intentional moves.
See How Planning Can Clarify Your Equity Decisions

— Built for Tech Professionals —

Why Tech Professionals and Entrepreneurs Choose AMG Wealth Management

As a CERTIFIED FINANCIAL PLANNER® professional and founder of AMG Wealth Management, Adam Gruber has deep experience with the decisions you’re facing. From understanding the nuances of incentive stock options (ISOs) to planning around alternative minimum tax (AMT), we deliver ongoing, fee-only guidance tailored to the fast pace and complexity of the tech world.

You’re not just planning for retirement someday; you’re managing cash flow, taxes, growth, and risk today.
We work with:

  • Millennial and Gen X tech employees with equity comp (RSUs, ISOs, ESPPs)
  • Startup founders and early-stage team members approaching liquidity
  • Entrepreneurs with fluctuating income and complex tax considerations
  • Dual-income professionals juggling high earnings and long-term goals
As financial planners for tech professionals in Florida and nationwide, we offer the specialized focus and personal relationship you need to feel confident.
Meet Adam Gruber, CFP®

— Managing Complex Decisions

What You Might Be Navigating Right Now

We work with tech professionals and entrepreneurs who are often facing questions like:

  • Should I exercise my ISOs now or wait?
  • How can I reduce the tax hit from RSU vesting?
  • What if I’m holding too much company stock?
  • I’ve had a liquidity event—what now?
  • How do I balance my equity, income, and retirement savings strategy?
More than technical questions, these are decisions that impact your lifestyle, your goals, and your sense of stability. Our role is to make them feel more manageable through ongoing guidance that aligns with your personal and professional life.

— How We Help —

Focused, Fee-Only Financial Planning

Our work isn’t about handing you a binder and disappearing. It’s an ongoing relationship built around helping you make thoughtful decisions across a wide range of areas, including:

Equity compensation planning (RSUs, ISOs, ESPPs)

Tax strategy and income planning

Concentrated stock diversification

Goal-based planning (buying a home, starting a family, launching a business)

Cash flow and savings prioritization

Smart charitable giving (including donor-advised funds)

We work as fiduciaries, meaning your interests come first. We don’t sell products or receive commissions. And we structure our annual fee to provide flexibility for high-potential clients even if you’re still in the early stages of building wealth.
explore our process

— Focused Financial Guidance

A Planning Experience Built Around You

Your time is limited, and your financial situation is constantly evolving. That’s why we’ve built a process that gives you clarity and confidence, without the complexity or pressure.
From our initial discovery call to the tailored strategies we build together, we take time to understand what’s most important to you—not just in your finances, but in your life.
We communicate proactively, meet regularly, and adapt your plan as your world changes. Whether you’re changing jobs, selling stock, moving states, or preparing for a major life milestone, we’re with you at every turn.
Let’s Map Out the Next Step Together

— Your Questions, Answered —

Frequently Asked Questions About the Tech Industry & Entrepreneurial Financial Planning

What’s the best way to plan around my stock options or RSUs?
That depends on your grant type, vesting schedule, tax exposure, and personal goals. We help you evaluate timing, potential tax impacts, and whether it makes sense to hold, sell, or diversify, so you can make decisions with more clarity and less guesswork.

Yes. We specialize in working with tech professionals who have equity, bonuses, variable income, or a mix of all three. We break it down piece by piece and help you understand how each element fits into your overall financial plan.

This is a common question, especially for younger professionals in high-growth roles. We work with you to prioritize based on your values, career stage, and goals, whether that’s building flexibility, funding a major life decision, or investing for long-term independence.

Each company has different policies around unvested and vested equity. We help you review your grant documents and exit timeline so you can plan accordingly and avoid losing out on value.

Not at all. In fact, the earlier we start, the more flexibility you have to make smart, strategic decisions that support your future. If your financial life is starting to feel more complex, it’s a great time to get support.

— Let's Connect —

Ready to See if AMG Is Right for You?

We start with a 15-minute intro call. No pressure or sales pitch, just a chance to explore whether our approach fits your needs and how we’d work together. We’ll ask a few screening questions to learn more about your situation and answer any questions you have.
Schedule Your Intro Call With Adam