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EXHALE WEALTH
Exhale Wealth Management provides tax efficient investment solutions tailored to clients' specific goals. Services include stock compensation planning for...
Overview
Exhale Wealth Management provides tax efficient investment solutions tailored to clients' specific goals. Services include stock compensation planning for RSUs, ISOs, ESPP and concentrated stock positions, investment solutions across asset classes, retirement planning, education savings, estate planning, and charitable giving. The firm works as a fee-only fiduciary advisor and focuses on tech professionals with equity compensation.
General information
Firm type
Asset Manager
Principals
Matthew Pruitt
CFP ®, CFA
Olivia Fox
Client Service
Sector focus
Frequently asked questions
Which sectors does Exhale Wealth explicitly avoid?
Exhale Wealth does not publish negative screening criteria. Its avoidance list, if any, is not part of public disclosures.
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