James Ulrick

James prioritizes transparency, trust, and clear communication to help software engineers navigate complex financial decisions, optimize their portfolios, and stay on track in a fast-changing world. He understands that wealth management isn’t just about numbers – it’s about aligning your investments with your values and long-term goals.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies that evolve with you.

James Ulrick

James prioritizes transparency, trust, and clear communication to help software engineers navigate complex financial decisions, optimize their portfolios, and stay on track in a fast-changing world. He understands that wealth management isn’t just about numbers – it’s about aligning your investments with your values and long-term goals.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies that evolve with you.

James Ulrick

James prioritizes transparency, trust, and clear communication to help software engineers navigate complex financial decisions, optimize their portfolios, and stay on track in a fast-changing world. He understands that wealth management isn’t just about numbers – it’s about aligning your investments with your values and long-term goals.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies that evolve with you.

Wealth advice that balances technology and service

Proactive Technology for Better Financial Planning

Leveraging advanced technology to streamline financial planning and enhance client experiences.

High-Touch Service

We provide tailored financial advice, ensuring every client receives the attention they deserve.

Comprehensive Financial Planning for Software Engineers

From retirement to estate planning, we cover all aspects of the financial life of software engineers.

Deep Expertise

With years of experience in financial planning and investment management, we bring deep knowledge to every client interaction.
Tech professionals seeking retirement planning
Software engineers who want to create a plan and take action
Developers concerned about their financial future
Programmers willing to adapt their plan and goals as markets evolve

Dedicated Financial Planning for Software Engineers

We specialize in working with software engineers, constructing comprehensive financial roadmaps tailored to their unique needs.

Typical Financial Concerns for Software Engineers

This list features some of the most common obstacles our business clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to us.

Managing investment portfolios amidst market volatility

Navigating tax strategies and compliance

Optimizing employee benefits and compensation plans

Diversification beyond tech-heavy portfolios

Financial planning for job transitions, layoffs, or career pivots

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

James Ulrick

Vice President, Wealth Advisor
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Qualifications & Experience

  • BA in Philosophy & Religion Studies, University of North Texas
  • Series 7 and 66
  • Life and Variable Annuity Insurance License

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