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Equity Planning and Wealth Management For Tech and Space Professionals

Get clear advice on stock options, RSUs, AMT, IPO planning, and concentration risk, plus integrated financial planning and wealth management from a fiduciary team

Equity Compensation Expertise

Navigate stock options, RSUs, ESPP, and more

IPO and Exit Planning

Maximize your outcome during company transitions

Tax Optimization

Strategic planning to minimize your tax burden

Pre-IPO equity? Watch this first!

Derek Munchow CFP®, ChFC®, CRPC®, AAMS®, Managing Partner

We're Experts in Stock Comp

Specialized knowledge to help you maximize the value of your equity compensation

20+

Years of experience

$300M+

In equity compensation advised

200+

Clients served

Trusted by employees at

We Help With Questions

Am I ready for my IPO?

Should I exercise my options?

How much AMT am I going to pay?

Option potential VS my current goals?

Should I take that offer?

What's the concentration risk?

And Provide Financial Planning and Wealth Management

Keep More After Tax

Reduce tax drag and keep more of your gains.

Grow Your Net Worth

Make your equity comp work harder over time.

Fast Track Life Goals

Build a plan that brings financial freedom closer.

See the Full Picture

Connect equity, taxes, and investing in one clear strategy.

Our Services

From one-time advice to ongoing management, choose the level of support you need.

Quick Consultation

Get a clear expert take on your equity, taxes, or next move.

Equity Planning

Make smarter decisions on exercising, selling, and timing.

Wealth Management

Ongoing financial planning and portfolio management built around your equity.

Our Equity Planning Tools

We developed proprietary financial planning software and free equity tools

AMT and ISO Exercise Calculator

RSU Calculator

Concentration Risk Analyzer

Tender Offer Simulator

Ready to Talk?

Submit a request and we will contact you soon!

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How can we help you?

What is your timeline for planning needs?

ASAP 2-4 weeks 1-3 months > 3 months

Frequently Asked Questions

What is financial planning?

Financial planning is a strategy for your money. It brings your goals, cash flow, taxes, investments, and retirement into one clear plan.

In general, the four pillars of personal financial planning are:

Assessing personal assets, liabilities, and cash flow
Creating achievable financial goals
Building an executable financial plan
Ensuring proper utilization of all available financial resources

What is portfolio management?

Portfolio management is the ongoing oversight of your investments to keep them aligned with your goals, time horizon, and risk tolerance.

What do fiduciary advisors do?

Fiduciary advisors are legally required to act in your best interest, with advice shaped by your goals, not commissions, quotas, or product incentives.

What do CFP®, ChFC®, CRPC®, AAMS® mean?

CFP® (Certified Financial Planner) — the gold standard in financial planning
ChFC® (Chartered Financial Consultant) — advanced comprehensive financial planning, deeper coursework than the CFP®
CRPC® (Chartered Retirement Planning Counselor) — specialized in retirement income and pre/post-retirement strategies
AAMS® (Accredited Asset Management Specialist) — focused on investment management and asset allocation

Derek holds four advanced financial planning certifications - including the CFP®, the gold standard in the industry — requiring hundreds of hours of coursework, rigorous exams, and ongoing ethics requirements.

About Us

Fiduciary advisors dedicated to your success

Hello and thank you for visiting. I’ve been advising clients for nearly two decades and have experienced several changes over the past 20 years. But the change happening right now is the most significant. It is a fundamental shift, and it’s going to have a tremendous impact on your success.

What’s changing? You, The Professional.

Gone are the days of working for the same company for 30 years, receiving a large pension, and living off social security. Equity compensation is the future for incentivizing and retaining employees.
We founded Augustus Wealth with a single purpose. To help clients achieve financial freedom.

Derek Munchow
Founder

Our Focus: Solutions

Executive Compensation

Performance incentives, benefit packages, retirement plans, job changes or offers

Employee Stock Options

10b5-1 plans, private company stock grants, IPOs, SPACs, single stock concentration

Tax Strategies

AMT, 83b elections, tax loss harvesting, Roth conversions

High Net Worth

Private equity, hedge funds, real estate investments, donor advised funds, alternative investments

Intelligent Reporting

Investment policy statements, portfolio performance tracking

Professional Network

Referrals to trusted CPAs and attorneys

Investment Management

Portfolio modeling, evidence-based investing, passive and active solutions

Estate Planning

Family wealth management, legacy planning, asset protection

Private Banking

Credit offerings including mortgages, lines of credit, equity-based loans

Stay Updated: Subscribe to Our Equity Newsletter

Get twice-monthly insights on liquidity events, IPO news, tax planning, and equity compensation strategies.

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Where to find us

Augustus Wealth, LLC
3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806

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Contacts

Phone: 562.270.0045

E-mail: contact@augustuswealth.com

Any questions?

Submit a request and get a consultation!

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Disclaimer: Investment advisory services involve risk. Past results are not indicative of future performance. Individual results may vary.