Monroe Wealth Management
Tax-smart wealth management for tech professionals with equity compensation
About Us
Monroe Wealth Management is a fee-only financial planning firm specializing in the needs of tech professionals. With 12 years of specialized experience, the firm provides tax-smart strategies for clients holding RSUs, ISOs, and NSOs, particularly those approaching liquidity events or IPOs. The firm operates under a fiduciary standard, meaning they are legally obligated to act in the client's best interest with transparent, product-free pricing. Their services include comprehensive financial planning, investment management, and estate planning tailored to the unique complexities of startup and public tech company compensation.
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