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Wealth Script Advisors
Wealth Script Advisors is a boutique wealth management firm providing personalized financial planning and investment management for Silicon Valley employees...
Overview
Wealth Script Advisors is a boutique wealth management firm providing personalized financial planning and investment management for Silicon Valley employees and founders. It specializes in equity compensation strategies, including RSUs, stock options, and IPO planning, and is designed for tech employees and founders with high incomes and complex compensation packages. The firm is fee-only and fiduciary.
General information
Firm type
RIA
Location
City
San Francisco
Principals
Alex Caswell
Founder
Dorene Marquet
Client Relationship Manager
Sector focus
Frequently asked questions
Is any wealth origin or industry background known for the principals?
No. No public records, press mentions, or regulatory filings connect Wealth Script Advisors to a specific wealth-generating event, industry, or named family. The firm's origin story remains entirely undisclosed as of 2026.
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