Nathan Donohue, CFP®, RICP®

One asset made you wealthy. Now it's your biggest risk, and every path out seems to run through a painful tax bill.

That is the problem Valence Wealth helps solve.

We work with families whose wealth is concentrated in one place:

• Tech employees and executives with years of stock compensation - RSU, ISO, NQSO
• Business owners before and after a liquidity event
• Investors holding a large, highly appreciated position with a tax bill standing between them and a diversified life

Key questions I help answer:

• How do I diversify out of this position without handing a huge piece of it to the IRS?
• My RSUs keep vesting and the position keeps growing. What's the right sequence of moves?
• I'm selling my business. What has to happen before the deal closes?
• What if the stock drops before I've reduced the exposure?

Why clients choose Valence Wealth:

• I have sat in your seat. I built a financial-services business, grew it to roughly $500 million in assets under management, and sold it. For years, approximately 95% of my own net worth was tied to one asset. I understand the tension between conviction, taxes, and the risk of waiting too long.
• Control the controllable. We focus heavily on advanced tax planning, estate coordination, diversification strategy, and low structural investment costs. We do not promise to predict markets or chase performance.
• The full toolkit. We utilize exchange funds, long/short direct indexing, options hedging, charitable strategies, and sales timing structured dynamically around your tax bracket - just to name a few.
• One flat price, never a percentage. Your portfolio is not our invoice. 

If most of your financial life is riding on one position, use the scheduling link on this page to start the conversation.