Reach Strategic Wealth is a specialized financial planning firm focused on two things: helping people manage concentrated stock positions, and helping executives and senior professionals plan their exit from corporate life.

We specialize in two technical areas. Concentrated stock position management, for clients with $1M+ in a single stock who want to diversify without handing half of it to the IRS. And corporate exit planning, for executives and senior professionals making the jump from corporate life to whatever comes next, whether that's early retirement, consulting, or starting their own thing.

If you're searching for a fee-only advisor who can assist you with your concentrated stock and corporate exit plan that's the work that we do. We can help with things like exchange funds, direct indexing, 10b5-1 plans, charitable remainder trusts, qualified opportunity zone funds, and the harder question underneath all of those: what's actually right for you, your family, and your tax situation.