Keep more of
what you built.
Tax, estate, and investment strategies for executives whose wealth is tied up in company stock. One flat fee, 0% AUM.
Success created the complexity. We help you handle it.
Valence serves executives with equity compensation.
Half your net worth rides on one ticker. Your CPA tells you what you owe in April, months after you could have done anything about it. And every vest is a decision you make alone.
That's the problem we solve.
Valence might be a fit if…
- Your portfolio has grown to $1M+
- RSUs, ISOs, NQSOs, or ESPP make up a meaningful share of your compensation
- You've maxed the obvious moves (401(k), backdoor Roth, HSA) and hit the ceiling of what DIY can solve
- There's an IPO, vesting period, acquisition, or lockup date circled on your calendar
- Paying 1% of your assets to an advisor strikes you as bad math. (Us too. It's why we don't charge it.)
Too much in one stock is a tax, risk, and timing problem. We manage all three.
Tax-aware investing
Direct indexing, daily tax loss harvesting, long/short strategies, and exchange funds can help offset gains as you diversify.
Risk management
Covered calls and collars can add income or set a floor under the position, without giving up all of the upside - or the flexibility to change course.
Sale sequencing
Sales mapped around your bracket, trading windows, and liquidity events, including 10b5-1 plans when appropriate.
One coordinated plan
We work directly with your CPA and estate attorney, so every decision (every sale, every gift, every document) supports one strategy.
I've done the 2am math.
I'm Nathan Donohue. I spent 15+ years advising hundreds of families, including executives at companies like Microsoft and Amazon, on equity compensation. Smart, successful people who did everything right, then found themselves with most of their net worth in one stock and a tax bill attached to nearly every move.
Then I lived it myself. I built an advisory firm, scaled it to $500 million in assets under management, and sold it. I knew the tension firsthand. What if it loses value before I diversify? What if I sell too soon?
Valence is the firm I wished existed for me. Narrow on purpose, highly technical, and priced so that doing well never costs you more.
Your portfolio size is not our invoice.
AUM fees grow with your portfolio. Every dollar paid off the top is a dollar that never grows again. Our pricing is based on complexity, not assets. Enter your numbers and see the difference.
See the full pricingOver 30 years, that's $5,869,000 you keep.
Illustrative comparison at your selected tier, with the flat fee assumed to increase 3% annually. A fee comparison only; not a projection of investment returns or tax savings. AUM fees reflect industry-average effective rates by account size, averaged from the Kitces Research study and Fidelity RIA Benchmarking Study; rates between published data points are interpolated. Assumes a constant annual return you select, with no contributions or withdrawals; actual returns vary and may be negative. Valence tier pricing is based on planning complexity, not portfolio size. See our Fee Comparison Methodology for full assumptions and sources.
Our 5‑Stage Process
From the first conversation to a plan that keeps adjusting as your life does. Tap a stage to see what happens in it.
Fair questions, straight answers.
Are you a fiduciary?
What does the flat fee include?
How do the tiers differ?
How am I billed?
Will the fee go up as my portfolio grows?
Who is Valence not a fit for?
You built it.
Let us help you keep it.
Sixty minutes. We'll look at your position, tell you honestly whether we're a fit, and if we are, you'll have your flat price in writing before we hang up. If we're not, you'll know that too.
Book an intro call