Vuecrest Wealth Management is located in Bellevue, WA, one of the fastest growing and most diverse metropolitan areas in the country and home to a large number of firms in the rapidly evolving technology industry. Our practice engages with professionals from major companies to help deliver tailored solutions to address the special financial issues often faced in the technology community. Utilizing a consultative planning process, we work collaboratively with our clients designing customized proposals to achieve specified results in numerous areas including:
- Providing guidance on concentrated stock positions
- Developing strategies to help maximize stock options and restricted stock units
- Creating optimal tax efficiencies
- Advising on charitable giving
- Establishing personalized estate and wealth transfer plan
We look forward to creating a plan to serve your individual needs!