RLN Wealth
RLN Wealth is a modern, life-centered financial planning and investment management firm for family-focused mid-career professionals with equity compensation.
The firm was established with a single goal - to help clients live fulfilled lives by identifying what is enough, building a plan that takes them in that direction, and keeping them on track when things change.
How we help -
- Equity Compensation Planning (Maximizing the potential of RSUs, ISOs, NQSOs, ESPP, SARs, etc.)
- Tax Planning (It's not what you make, it's what you keep)
- Investment management (Create & grow wealth by optimizing your portfolio)
- Dynamic Life Planning (Build optionality into your financial plan)
- Cash Flow Planning (We dig into cash flow, so you don't have to)
- Financial Independence Planning (Prepare for a future where your assets support your lifestyle)
- Risk Management (Protect your loved ones and assets)
- Education Planning (Determine the most efficient way to pay for college without restricting your other goals)
- Estate Planning (Don't let someone else decide where your wealth goes)
- Virtual Services (We meet where it's most convenient for you on your time)
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.