Accelerate

Founded to exclusively serve tech professionals and entrepreneurs. We take your wealth to the next level by methodically driving value to your financial, business, and personal lives.

Empowering tech professionals and entrepreneurs to maximize equity and build wealth

We specialize in helping tech professionals with equity rewards and helping entrepreneurs navigate the unique complexities of financial planning. Whether you're managing stock options, RSUs, or preparing for a liquidity event, our personalized strategies are designed to turn your hard work into lasting wealth.

Experience Relentless Execution

A vision, without execution, is just a hallucination. Our process is grounded in producing results.

We undertake a full review of your business & financial affairs, and coordinate with your legal & tax professionals.

We clearly define your expectations and our responsibilities.

We uncover the gap between what your company is worth & what it could be worth and identify strategies to narrow that gap.

Equity compensation is one of your greatest opportunities and challenges. From tax strategies to long-term investment planning, we are your trusted partner.

We’ll make sure you’re optimizing your use of available retirement plans to maximize your benefits now and into the future.

We serve as your personal wealth concierge, capable of managing your full team of experts, allowing you to focus on your priorities.

Farther combines expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience

Comprehensive Planning

We take the time to listen, ask questions, and fully understand you, your goals, and your objectives.

RSUs, Stock Options, and Concentrated Positions

We work with a select group of clients, so we can be proactive rather than reactive.

Elite Investment Management

We use cutting-edge technology to deliver best-in-class, on-demand wealth management at a lower cost.

Tax Strategies

It’s not what you make; it’s what you keep. Everything we do considers your taxes.

Generational Wealth

We understand the promise and peril of transferable wealth. We help you manage both.

Farther combines expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience

Comprehensive Planning

We take the time to listen, ask questions, and fully understand you, your goals, and your objectives.

RSUs, Stock Options, and Concentrated Positions

We work with a select group of clients, so we can be proactive rather than reactive.

Tax Strategies

It’s not what you make; it’s what you keep. Everything we do considers your taxes.

Elite Investment Management

We use cutting-edge technology to deliver best-in-class, on-demand wealth management at a lower cost.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Driving Value

BUSINESS PLANNING

What is my business worth? What could it be worth? How can we close that gap?

FINANCIAL PLANNING

How much is enough? How do I make sure I don’t outlive my assets?

TAX PLANNING

What can I do to minimize my tax burden and maximize my after-tax return?

PERSONAL PLANNING

What kind of legacy will I leave?  How can I make sure all my work makes a difference?

Experience Relentless Execution

A vision, without execution, is just a hallucination. Our process is grounded in producing results.

We undertake a full review of your business & financial affairs, and coordinate with your legal & tax professionals.

We clearly define your expectations and our responsibilities.

We uncover the gap between what your company is worth & what it could be worth and identify strategies to narrow that gap.

Equity compensation is one of your greatest opportunities and challenges. From tax strategies to long-term investment planning, we are your trusted partner.

We’ll make sure you’re optimizing your use of available retirement plans to maximize your benefits now and into the future.

We serve as your personal wealth concierge, capable of managing your full team of experts, allowing you to focus on your priorities.

Case Studies

Our Team

Rian Waterman

Senior Vice President, Wealth Advisor

Parker O’Sullivan

Vice President, Wealth Advisor

Roy Satterthwaite

Managing Director

Resources

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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, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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