For immediate release
HOBOKEN, N.J., November 6, 2026: Reliant Wealth Advisory, a fee-only fiduciary wealth management firm, today announced an expanded focus on two groups with complex financial needs: technology professionals and executives with equity compensation, and business owners planning for growth, taxes and an eventual exit.
Founded in 2025 by Michael Walstedt, CFA, CFP®, the firm works with clients nationwide, meeting virtually or in person by appointment. Its services include:
- Equity compensation planning: strategies for RSUs, ISOs, NSOs and ESPPs, including exercise and sale timing, withholding gaps and diversifying concentrated stock
- Business owner planning: tax planning coordinated with the client’s CPA, owner compensation, retirement plan design and planning for a sale or succession
- Investment management: portfolios built around each client’s goals and tax situation
“Tech employees and business owners often have most of their wealth tied to one company, and the decisions they face, like when to sell, how to handle taxes or how to plan an exit, can’t be undone,” said Walstedt. “My goal is to give them one clear plan that brings all of it together.”
As a fee-only firm, Reliant Wealth Advisory is paid only by its clients and receives no commissions. Walstedt’s commentary on equity compensation and tax planning has appeared in CNBC, Yahoo Finance, MarketWatch, Investopedia and ThinkAdvisor.
About Reliant Wealth Advisory
Reliant Wealth Advisory, LLC is a registered investment adviser based in Hoboken, New Jersey, offering investment management and financial planning to tech professionals, executives and business owners nationwide. Learn more at www.reliantwealthadvisory.com.
Media contact
Michael Walstedt, CFA, CFP®
michael@reliantwealthadvisory.com | 201-953-6574