Austin Creek Capital

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        "excerpt": " Austin Creek Capital: Financial planning for the second half of your tech career. Home | ACC Website Services About Vested Equity Playbook RSU Estimator Book a call Financial planning for the second half of your tech career. A boutique fee-only RIA for senior tech professionals navigating equity, taxes, and the shift from earning to keeping. Thoughtful planning, not product sales. Book a 20-minute call Read the equity playbook Fee-only No commissions, no product sales Fiduciary Your interest, always, in writing Based in Mill Valley, CA Serving clients nationwide Who we work with A specific kind of client, served deliberately . Most of our clients are PMs, designers, sales executives, lawyers, marketers, and operators at companies like Google, Meta, and Apple. They're ten years or more into their careers, have built real wealth (mostly in employer equity), and want a thoughtful fiduciary partner. Not basic education, and not another investment manager. ✓ Senior roles in product, design, sales, marketing, legal, BD, or operations at large tech companies. ✓ $2 to $10M in net worth , much of it concentrated in employer equity (RSUs, ISOs, NSOs, or pre-IPO stock). ✓ Smart with money , deliberate about decisions, but want a sounding board for the bigger ones. ✓ Navigating Bay Area complexity . AMT planning, real estate decisions, tender offers, the occasional move that creates multi-state issues. What we help with The three things our clients ask about most . Comprehensive financial planning is the wrapper. These are the conversations that actually fill the meetings. 01 Equity compensation RSU withholding gaps, ISO exercise timing, AMT planning, tender offers, 10b5-1 plans, concentration risk. The decisions that move your after-tax outcome by six figures. 02 Tax planning that actually moves the needle AMT exposure, charitable strategies, Roth conversions, capital gains harvesting, multi-state situations when they apply, and the year-end moves most people don't make in time. 03 Real estate & lifestyle decisions Bay Area buy-vs-rent at your wealth level, remodel financing, vacation homes, 1031 exchanges, and the \"can I actually afford this?\" calls. Permission to spend, with the math behind it. Tools & resources Useful things, before we ever talk. Three ways to get value from Austin Creek without booking a call. Start anywhere. Free tool RSU Tax & Net Proceeds Estimator See your likely tax hit on this year's vest, your net take-home, and whether your employer's default withholding is leaving you short. Most users find a gap of $20,000 or more. Run your numbers → Free guide The Equity Playbook A practical guide to RSUs, ISOs, NSOs, and the tax decisions most people get wrong. Built from a decade of working with senior tech employees. Download → Weekly newsletter Vested One short piece each week on equity, taxes, and financial decisions for people in the second half of their tech careers. No fluff. Subscribe → From Vested Recent writing . All articles Oct 2026 Your Paycheck Has No Architecture. That Is Why Saving Feels Like Willpower. You have decided to save more money dozens of times and meant it each time. The problem is that you keep making a decision where you should have built a system. Read → Oct 2026 You Earn $600,000 and It Doesn't Feel Like It. Here Is Where It Goes. A household saving nearly a third of its gross income can still feel tight on the twelfth of the month. Both are true, and neither is a personal failing. Read → Sep 2026 QSBS: The Tax Exclusion Most Private Company Shareholders Have Never Heard Of A federal provision can exclude a share of the gain on qualified small business stock. Most people learn its name the week they sell, which is too late. Read → Who runs Austin Creek Bill founded Austin Creek after twenty years at Charles Schwab and a deliberate pivot into advisory work. For nearly two decades, Bill worked in technology at Charles Schwab, most recently as Managing Director leading a team of fifty that supported the firm's Corporate Risk Management function. He spent those years inside one of the largest names in the industry, watching how financial services actually operate. Where firms serve clients well, where even good advisors fall short with sophisticated audiences, and how few of them genuinely understood the tech employees they were trying to win as clients. The equity grants, the AMT traps, the specific decisions that move the after-tax outcome by six figures. After that long look from the inside, Bill made a deliberate pivot into advisory work. Austin Creek exists to bring rigorous, fee-only fiduciary planning to senior tech professionals who deserve more than a cookie-cutter portfolio. A small, intentional client base. No product sales, no commissions, and a perspective shaped by two decades in the financial services industry. Previously Managing Director, Charles Schwab Based Mill Valley, C",
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