Professionals employed in the tech industry face unique financial planning challenges. High earnings and stock-based compensation plans can be a real boon, but also come with…

WestStar’s financial advisors are highly experienced in helping equity-compensated professionals – or as we call them, “Aviators” – to maximize their compensation programs and…

People tend to think that Financial Planning is a one-way street and that Financial Advisors inform and guide their clients according to best practices, experience, and logic.…

At WestStar we call our highflyer tech professional clients ‘Aviators,’ and we see our roles as co-pilots on their mission, making sure to help them navigate their way to their…

You don’t need a financial advisor to tell you that in most of life’s endeavors, knowledge and a plan of action are critical for achieving ideal outcomes; it is pure common……

The Roth IRA is a powerful retirement tool that allows investors to create a tax-free stream of income. It’s become such a part of our everyday language that it’s listed in…

One of our favorite things about being financial advisors is that we get a real insight into how people think about money from seeing what they do with theirs. Between learning…

Getting Your RSU Ducks in A Row The majority of our clients at companies like Amazon, Apple, Meta, Nike, Starbucks, Oracle and others are granted Restricted Stock Units (RSU’s) as…

One of the first questions we ask our tech professional clients (at WestStar we call them ‘Aviators’) is ‘what does your idea of a prosperous life look like?’ We often find the…

Some journeys are more important than others. Managing your journey towards retirement is one of these. That’s because everybody wants the rewards that their long years of hard…

Most Americans work really hard while they dream of the day they can finally retire. But preparing for retirement requires much more than a dream ─ it requires a plan.  At…

Restricted stock units are a popular form of compensation for many professionals in tech and other high-growth sectors in WestStar’s neighborhood. In some cases, the RSU portion…

At WestStar Prosperity Partners, we’ve helped our tech executive and professional clients (we call them ‘Aviators’) make the most of their equity compensation for years, giving…

Most people aren’t as money savvy as they’d like to be, and sometimes the idea of professional financial planning not only comes across as challenging, but as daunting.

When people come to us for financial planning advice, we find that no matter where they are along their journey, they share a common desire for prosperity. After all, prosperity…

Everybody’s financial situation and financial goals are as unique as they are. One person’s dreams of what they hope to achieve in their lives are very different from the next…

Restricted stock units (RSUs) are a common form of stock-based compensation granted to many professionals in tech and other fast-growth sectors. RSUs give professionals in places…

The philosophy that drives stock-based compensation is one in which key executives and employees benefit from the potential success of their company. It follows that they’ll want…

Employees have a major impact on most business’s success, and many businesses strive to align the interests of their high-flying employees with those of their shareholders.…