Sam Lee

I work with tech professionals and business owners navigating complex financial decisions, from equity compensation and concentrated stock positions to major liquidity events and long-term wealth planning.

Most of my clients aren’t starting from zero, they’re already doing well. The challenge isn’t access to opportunity; it’s seeking to make sure everything is working together.

My focus is simple: bring structure and clarity to moving pieces that often feel fragmented. That means aligning investment strategy, tax considerations and risk management into a coordinated plan designed to evolve as life and income change.

Many of the people with whom I work are in periods of rapid growth: building careers, businesses and balance sheets at the same time. The goal isn’t just optimization on paper, but creating a framework that allows them to make confident, intentional decisions without unnecessary complexity.

Planning isn’t just about optimizing spreadsheets. It’s about aligning money with values. That requires me to understand fears, ambitions, family dynamics and life experiences, not just inputs and outputs.

Outside the office I enjoy golfing, playing basketball, going to the shooting range and making sure my chocolate lab isn’t eating my socks (not sure if I actually enjoy this last part).