Fee-Only Wealth Management for Seattle Tech Professionals
For Gen X/Y with RSUs, ESPP, and real-life financial complexity. Led by Jason Preti, CFP®
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If you have equity comp, multiple accounts, and no unified plan, this is for you.
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See how our investment management works.Your finances shouldn’t depend on spare-time decisions
If you’re a tech professional, the hard part isn’t earning. It’s coordinating everything: RSUs, ESPP, 401(k), brokerage accounts, cash flow, taxes, and big goals. Most people end up with a “portfolio” that’s really just a collection of accounts.
Unleashed Financial helps you unify the plan, simplify decisions, and stay accountable quarter after quarter.
Fee-only. Fiduciary. Built for tech compensation.
Wealth management that connects the dots
We provide comprehensive wealth management for Gen X/Y tech professionals on the Eastside and greater Seattle area. You get fiduciary investment management plus a real planning cadence: quarterly strategy, implementation help, and ongoing coordination with your CPA when needed.
One relationship. One plan. Fewer loose ends.
WEALTH MANAGEMENT
Your personal CFO for investments, equity comp, taxes, and big goals.
- Strategic management of RSUs, ESPP, and concentrated stock.
- Fiduciary investment oversight and continuous risk assessment.
- Proactive Tax Strategy and Coordination with your CPA.
- Quarterly planning and unlimited implementation meetings.
FINANCIAL PLANNING
A clear roadmap that turns “we should” into scheduled decisions and actual follow-through.
- Balancing college savings with your retirement funding goals.
- First-time Home Buyer Strategy and down payment planning.
- Detailed Retirement Projection and time-to-FI analysis.
- Strategic Debt Payoff and Mortgage Optimization.
- Creating a clear, living financial roadmap for your future.
INVESTMENT MANAGEMENT
A coordinated, tax-aware portfolio that matches your goals, your risk, and your equity compensation.
- Unbiased Investment Selection using low-cost, tax-efficient funds.
- 401k/Employer Plan Integration to eliminate portfolio overlap.
- Concentrated Stock Diversification strategies (RSUs, ESPP).
- Comprehensive Investment Coordination across all accounts.
Meet Jason Preti, CFP®: A Fiduciary Advisor in Kirkland
I work with Gen X and Gen Y tech professionals across Seattle and the Eastside who have equity compensation, multiple accounts, and a lot of decisions competing for attention.
My job is to simplify the system. We align investments, tax strategy, and planning priorities, then meet quarterly to keep the plan moving.
If you want a coordinated plan and a long-term investment strategy you can stick with, you’re in the right place.
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Ready for a unified plan and a coordinated portfolio?
If you have RSUs, ESPP, concentrated stock, or a growing income with scattered accounts, let’s talk. We’ll cover what you’re trying to accomplish and whether our process fits.
Schedule a consultation
Kirkland, Bellevue, Seattle, and remote for Washington residents.