Hi, I'm Matt Pruitt. I genuinely love helping individuals simplify their financial lives so they, too, can focus on what's most important to them.
I spent over 10 years helping corporations, hedge funds, and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there?
So, what's important to me: spending time with my family, pursuing a career I'm passionate about, and running a business that allows me to partner with like-minded individuals.
My dad passed away at age 58, and I constantly remind myself that life is short and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values.
A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they, too, can focus on what's most important to them.
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
We provide tax-efficient investment solutions tailored to meet the needs of tech professionals.
✅ Maximize the potential of your RSUs, ISOs, ESPP, and concentrated stock positions
✅ Assess whether you can afford that new house, vacation home, or new car without jeopardizing your long-term goals.
✅ In-depth investment process to balance cost and expertise across asset classes and account types.
✅ Tax-focused strategy to meet your retirement spending needs using social security, retirement savings, and taxable investment accounts.
✅ Establish a confident retirement plan supported by our industry-leading software.
✅ Proper planning can ensure your wishes are carried out and financial assets are efficiently transferred to your loved ones.
✅ Understand the various options to establish and grow education funds for you or your loved ones.
✅ Maximize the impact of your contributions using tax-efficient gifting strategies.
Education
California Polytechnic State University | Bachelor of Science, Business Administration; Finance
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