Who are HENRYs? High earners not rich yet. Usually young in their career with wealth aspirations that don’t receive attention from traditional financial advisors due to the lack of accumulated wealth.

With tech and startup companies expanding rapidly into the Pittsburgh region, equity compensation packages (stock options) are one way that these companies are attracting and retaining talent to help build and grow without draining their operating accounts.

Learn how my experience with early tech employees has influenced my recommendations on when to sell and pay higher taxes.