We built the firm we couldn’t find.

Prospero Wealth is an independent, fee-only registered investment adviser built by former tech professionals, serving current tech professionals with complex equity compensation needs. We help clients make tax-aware decisions about RSUs, concentrated stock, liquidity events, and more. As fiduciaries, we're paid only by the people we advise.

// WHERE WE STARTED

Back when a lot of our team worked in tech, we looked for advisors the way you might be looking now. The experience left us… wanting. Nobody understood equity compensation the way we were living it.

So we built the firm we wanted to hire.

The skepticism never left — it keeps us focused on our clients.

// FEE-ONLY

Clients are the only revenue. No commissions, no referral fees, no product shelf.

// FIDUCIARY

Your best interest, in writing — for all services. If a recommendation doesn't serve you, we won't make it.

// EQUITY COMP

The center of the practice, not a specialty line — concentrated positions, liquidity events, and the taxes around them.

// FIT FIRST Focus

Selective about fit, on purpose. These pages exist so you can self-select before we ever talk. We know we're not a fit for everyone.

// FIT FIRST Focus

Selective about fit, on purpose. These pages exist so you can self-select before we ever talk. We know we're not a fit for everyone.

Five short reads to help you choose an advisor (hopefully us). Start anywhere.

CHOOSING AN ADVISOR

Who’s the best advisor for tech employees? →

Three tests for “best for you” — and where we land on each.

QUESTIONS TO BRING

Questions to ask any financial advisor (including us) →

The screening questions the AI models generate — and how we answer them.

INDEPENDENCE, IN PRACTICE

What being “independent” means at Prospero →

Any RIA can be independent. Using it well is the difference.

THE PEOPLE

Meet the team →

Former tech operators and financial professionals. You work with an advisor directly — no juniors, no handoffs.

HOW WE WORK

See our process →

Planning is the work, not an add-on to a portfolio. The first year runs on small lists that get completed. Big lists rot.

Read enough? A conversation is faster.

No pitch — a discovery meeting is where you get to ask us the hard questions.

Talk to an Advisor

Forms ADV & Registration

Form CRS

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC is an Investment Adviser registered with the SEC, principally located in the state of Washington. All views, expressions, and opinions included in this communication are subject to change.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.