Most Tech Pros Fail To Properly Optimize For Taxes
If you have RSUs, stock plans or complex compensation, this video is for you.
Most Tech Professionals Fail To Properly Optimize For Taxes
If you have RSUs, stock plans or complex compensation, this video is for you.
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What People in Tech Say
About Novel Wealth
Andrew B
Account Tech Strategy Microsoft
After I started working with Novel Wealth, I understood why they are ‘Novel.’ They have easily saved me tens of thousands of dollars in taxes, maximized my investments, and did it all with fair fees and complete transparency.
Without exaggeration, it’s become one of the most important relationships we have. Reach out and say hello—they are friendly, down-to-earth, and not pushy or salesy. Especially if you are in the tech space, this is the team to make it happen for you.
Alessandro C
Ads Management Director, Search Kings. Former Google
Novel came highly recommended by other respected people in the tech space, and after our first meeting, I knew they were the right fit. They took the time to understand my unique situation as a tech worker with a side business and a family.
They created a comprehensive plan that connects my business goals with my personal financial future. Before I started working with Novel Wealth, my finances were like unoptimized code. Now, I feel confident my money is working efficiently for me.
Our CFPs and CPAs have a legal fiduciary duty to prioritize your financial needs above all else.
You can call with confidence.
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DISCLOSURE: Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.
Q Wealth is a partnership that is owned by its partners, including Novel Wealth. As a client of Q Wealth, you may receive services from both Q Wealth and Novel Wealth. Note that individuals from Novel Wealth will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Novel Wealth may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.
Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan and Yukon, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan, and a Commodity Trading Manager in Ontario. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence
Wealth.
Please visit: www.qwealth.com for more information.