A Specialized Approach

Xpotential has been guiding Career and Investment decisions for Tech Professionals for over 20 years.

EARN – GROW – PROTECT

By integrating our wealth management and career advisory practices, we are uniquely positioned to advise on designing a roadmap that leverages career capital, optimizes equity compensation, maximizes the value of the portfolio while providing protection for economic downturns.

Grow

EARN

Leverage over two decades of career advisory experience to boost career capital and increase lifetime earnings.

Grow

GROW

Thoughtfully construct globally diversified, low-cost portfolios integrating your equity compensation, tax strategies, and unique goals…

Grow

PROTECT

Incorporate active risk management to safeguard equity portfolios and option holdings from the effects of long, deep, business cycle corrections …

Earn

EARN

CAREER ADVISORY

  • Actionable insights to maximize career capital
  • Guidance on company and role selection
  • Salary, option grant and contract analysis
  • Trusted Advisor for all career decisions
Grow

GROW

WEALTH MANAGEMENT

  • Portfolio Management
  • Asset Allocation
  • Guidance when to hold, buy and sell company options
  • Integrating equity compensation into financial plan
  • Tax Strategies
  • Retirement planning
Protect

PROTECT

RISK MANAGEMENT

  • Strategies to safeguard portfolio from the downturns associated with business cycle corrections
  • Ability to diversify or hedge concentrated stock positions
  • Sounding board to help drown out media noise in decision making
  • Trusted Advisor for all financial decisions
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