A SPECIALIZED FOCUS ON tech professionals and executives

Many of the tech professionals and executives we serve have reached the stage where they are seriously looking ahead to retirement. They have spent many years in the tech industry and are now contemplating what life could look like in a post-career world. Even if they are still a decade away from actual retirement, they realize the wisdom in planning and preparing for this major life transition. While certainly capable of managing their financial matters, they are often very busy in their lives and careers and would rather delegate this responsibility to an experienced financial team. They see it as a means of simplifying their lives and consider the tradeoff to be well worth it. Their concerns include coping with market volatility, being covered in health matters such as long-term care, and building a legacy for their family and favorite charities.

At Alden Capital Management, we are experienced in advising tech professionals and executives at prominent companies in Seattle and beyond. As a result, we are intimately familiar with many of the company benefit plans.

We know that tech professionals and executives are often faced with challenges when tasked with converting their corporate benefits into personal wealth. We offer guidance on key issues, such as mitigating the risk of holding a concentrated stock position in a single company. We are well-versed in strategies designed to derive the most tax-efficient benefit from their company compensation, and wealth plans for addressing our client needs of today while also looking longer term to fund their retirement. We offer our well-reasoned guidance on defined contributions, defined benefit plans, deferred compensation, stock and cash plans, tax strategies, concentrated stock options, health and HSA matters, insurance, and long-term care.

You can count on us to serve as your trusted financial counsel to help manage and preserve your wealth and investment portfolio, and to mitigate taxes through tactics such as Roth IRA conversions and donating appreciated stock, while also addressing key issues like estate planning, generational wealth transfer and charitable giving. We will work with your other trusted advisors, like your CPA and estate planning attorney, to build out a well-rounded team and plan for the future.

Our services include:

• Financial planning
• Portfolio management
• Risk management
• Tax strategies
• Education planning
• Estate planning
• Banking and lending solutions
• Pension planning
• Charitable giving strategies
• Insurance and annuities
• Executive transactions
• Stock option planning
• Hedging and monetization for concentrated equity positions