Turn Your Company Stock Into Lasting Wealth
We help tech and biotech professionals simplify equity compensation, reduce taxes, and build lasting financial freedom.
Trusted by engineers, scientists, and executives from companies like
Your wealth is trapped inside your company.
RSUs, ESPPs, and stock options are exciting when they rise stressful when they don’t.
Taxes, vesting schedules, and job changes make it hard to know what to sell, what to hold, and how to plan ahead.
A fiduciary partner who gets your world.
We specialize in helping high-income professionals turn complex compensation into a clear, coordinated wealth plan one that evolves with every job, grant, and milestone.
How It Works.
Understand
Review your compensation, benefits, and taxes.
Plan
Build a custom strategy for selling, holding, and re-investing.
Optimize
Adjust as markets, taxes, and life change.
Real Clients. Real Results.
Clients across CA, FL, and MA. Fee-only fiduciary. Custody at Charles Schwab.
When your life changes, we’re your first call.
New offer letter. Vesting schedule. Relocation. Bonus.
We respond fast so you can make confident, tax-smart decisions in real time.
Your wealth deserves a smarter plan.
Book your 30-minute Wealth Strategy Call no pressure, no commitment.
We work with professionals who’ve built success now it’s time to protect it.
Our clients are engineers, scientists, and executives in technology, biotech, and healthcare.
They earn well, save well, and often hold significant wealth in company stock, RSUs, ESPPs, or stock options.
They want to grow strategically, reduce taxes, and build true financial freedom without gambling their future.
If this sounds like you, we can help.
- You’ve accumulated complex equity grants and want to make smarter sell/hold decisions.
- You’re paying too much in taxes and want to plan proactively, not reactively.
- You’re tired of surface-level advice from brokers who don’t understand equity comp.
- You want to organize everything income, investments, taxes, and goals into one clear plan.
A system built for clarity, confidence, and results.
We don’t guess. We plan, analyze, and execute with precision so every decision adds up to lasting results.
1. Discovery
We start with your current compensation, benefits, and goals. You’ll see what’s working and where to capture more opportunity.
2. Strategy
We design a plan that coordinates equity, investments, and taxes all in one system.
3. Execution
We handle the implementation, rebalancing, and tax planning. You stay focused on your life and career.
4. Ongoing Partnership
When life changes new offers, vesting, relocation we update your plan in real time.
Personal advice for people who want more than generic investing.
BFA Wealth Management is a fee-only fiduciary advisory firm serving high-income professionals nationwide.
Founded by Mateo Dellovo, we help clients turn complex equity compensation and income into clear, tax-efficient wealth plans that grow with them.
We sit on the same side of the table as our clients aligning every recommendation with their best interest.
No commissions. No products. Just results.