RHS Financial

RHS Financial is a financial advisory firm. It provides wealth management for Bay Area and Silicon Valley technology professionals, with services including financial planning, investment management, equity compensation guidance, tax planning, and Flexible Family Office advisory services. Financial planning follows a four-part process tailored to clients' career paths, circumstances, and goals. Investment strategies are based on each client's goals and risk tolerance, using a rules-based approach. The firm advises on stock options and other equity compensation, including publicly traded and privately held options. Tax planning helps clients understand potential tax exposure and develop strategies to reduce tax liabilities. Its TREnD strategy combines tax reduction and enhanced diversification, and family office advisory can involve specialists in areas such as tax, law, and real estate.