For NVIDIA Employees
The Farther Focus Team works with NVIDIA employees to maximize their employee benefits, build a comprehensive financial plan, and bring clarity to their financial lives.
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OUR PERSONALIZED APPROACH
Fully understand the scope of your benefits and build a robust financial plan around your career at NVIDIA. We go above and beyond to walk you through all the aspects of your wealth, like stock compensation and taxes, so you can feel confident that no stone has been left unturned.
Client Focus
NVIDIA employees
Corporate Executives
Entrepreneurs + Small Business Owners
Multi-Generational Families |
Retirees
areas of Expertise
Asset Allocation |
Equity Compensation
Estate Planning
Retirement Planning |
Tax Strategies |
Locations served
Nationwide
about us
Farther is built on the foundation of great people paired with exceptional technology. Led by experienced financial advisor Michael Lee, our Farther Focus Team is laser-focused on providing holistic wealth management and fiduciary advice specifically to soon-to-be retirees of large corporations like NVIDIA.
The Focus Team takes specialization farther. As a team that caters specifically to retirees, we enhance our offering by providing consultative services geared toward employees of NVIDIA. Each of our reps is well versed in the benefits packages of the company and helps our clients make the most of them. Planning sessions should feel like the intersection of HR and your financial advisor. We have decades of experience in this field and only provide this added level of service to select companies.
We've worked with employees of NVIDIA for years, so we understand how your financial life is uniquely complex. If you're asking yourself any of these questions, know that you're not alone. And if you have questions beyond those, we're here to help answer them.
- Maximizing equity compensation
- Reducing tax burden
- Growing and maintaining wealth for generations to come
- Planning specific to your NVIDIA benefits
- Leveraging your NVIDIA equity compensation
- Understanding how your NVIDIA career impacts your retirement journey
- Adapting to constant changes to NVIDIA staffing and benefits
OUR GUIDING PRINCIPLES
A Comprehensive Plan
We build financial plans for NVIDIA employees, providing clarity on when you can retire.
NVIDIA Stock Planning
Employees of NVIDIA may have multiple equity avenues available, whether through equity compensation like RSUs or the ability to buy stock at discounts through ESPPs.
Robust Tax Planning
When stock is part of your compensation, tax planning is a critical component of your financial plan. We focus on ensuring taxes aren't an afterthought.
Your Financial Advisor & Retirement Guide
We do more than develop your financial plan. We're beside you each step of the way as your proactive planning partner.
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Grow throughout your financial life
Farther meets you where you are in your wealth building journey, always focused on connecting you to greater wealth opportunities. We scale with you as your family and financial complexity grows.
Financial Planning
Transform financial complexity into a clear, purposeful strategy that grows alongside your life - aligning your current reality with your future ambitions through a dynamic, holistic approach that turns uncertainty into confidence.
Investments & Portfolio Management
The perfect synthesis of human insight and advanced technology. We construct resilient investment strategies tailored to capture growth while aligning to your risk-reward parameters.
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Tax Optimization
Maximize after-tax return potential with our proactive Intelligent Wealth technology. We deploy sophisticated strategies to ensure your assets work harder for you with ongoing optimization.
Retirement Planning
Define your next chapter with confidence by bridging the gap between today’s savings and tomorrow’s freedom. Farther's strategic foresight helps you transition from accumulation to independence on your own timeline.
Generational Wealth Planning
Preserve not just your capital, but your family’s financial values across multiple generations. We facilitate the seamless transfer of stewardship, ensuring your hard-earned success continues to empower your family.
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Trust & Estate Planning
Secure your legacy with a structured approach that protects your assets and legacy. We help navigate complexities of wealth transfer to provide peace of mind for you and your family.
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Asset Management
Farther Asset Management combines rigorous, research-driven strategies with cutting-edge technology, to build bespoke client portfolios designed for better risk-adjusted returns. We empower advisors to provide customized, tax-optimized investment programs without sacrificing time or expertise.
Small Business Services
Align your company’s balance sheet with your personal wealth goals - optimizing your financial infrastructure to fuel growth and maximize long-term value.
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Institutional Services
Stewardship that honors your mandate. We assume the weight of fiduciary responsibility, delivering sophisticated investment management that empowers your team to focus on the firms mission.
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Your all-in-one financial ecosystem
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Your full wealth picture,
in one place
Effortless control
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration
Share specific financial data with your CPA, attorney, and family member – promoting transparent and collaborative wealth management.
Centralized document hub
Access and organize every financial document in one secure, easily accessible location.
Cash management
Our intelligent system monitors your bank accounts – maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
