InverseWealth

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Private wealth management

Wealth management for tech professionals and business owners.

Financial advice. Investments. Tax planning.

Talk to an adviser How we can help

CA Registered Investment Adviser
Fiduciary
Assets held at Charles Schwab / Altruist
SIPC protection

Managing wealth for leaders at

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How we can help

Which of these sounds like you?

Concentrated stock
Too much of your wealth in one stock.
Diversify without a giant tax bill.
Tax-efficient investing
A portfolio that creates a tax bill every year.
Tax-loss harvesting can lower your taxes.
Diversifying with alternatives
Feeling exposed to the next market crash.
A defensive strategy can help.
Wealth management
No one looking at the full financial picture.
One adviser ties it all together.

Who we serve

Or start with who you are.

Tech professionals

RSUs, options and one big stock position.

Equity compensation, taxes and a plan to diversify.

Business owners

A thriving business, and wealth outside it.

Cash flow, tax-saving retirement plans and wealth beyond the business.

Why InverseWealth

Advice that works only for you.

Regulated fiduciary

California-registered investment adviser. We are legally required to act in your best interest.

Fee-only

Paid only by you. No commissions, no product sales and nothing to push.

SIPC protected

Your assets are held in your name at Charles Schwab or Altruist, with SIPC protection up to $500,000 plus private insurance from our custodians.

What's included

A dedicated adviser. A licensed adviser who knows your situation, sets up and manages your accounts, and is there for questions and advice.

One plan for everything. Equity compensation, taxes, investments and retirement coordinated in a single plan, and updated as your life changes.

Expert-crafted portfolios. Built from institutional-grade strategies, including direct indexing and alternative investments, for a balance of performance and risk.

Active management. We monitor your portfolio, rebalance, harvest losses and adjust as markets and your circumstances change.

Sumeet Ganju, founder of InverseWealth

Sumeet Ganju, Founder

Twenty years as a product and technology executive before founding InverseWealth. He works with tech professionals and business owners on the decisions that shape their wealth.

Start with a conversation.

A complimentary 30-minute call. No obligation, no pressure.

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InverseWealth

Private Wealth Management

Family-office-level CFO services for the tech professionals and business owners building the future.

Talk to an Adviser

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Advisory services are offered by InverseWealth LLC, a registered Investment Advisor in the State of California. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Any tools, calculators or AI-assisted diagnostics are provided for informational purposes only. These tools may have errors and produce incomplete or inaccurate information. AI tools especially are prone to hallucinations and can provide materially inaccurate estimates or guidance. InverseWealth makes no warranties around the accuracy of information or estimates provided by any tools or calculators. No decisions should be made based on guidance or estimates generated by these calculators. Please consult with a qualified professional before making any decisions. InverseWealth expressly does not assume any liability for errors, omissions or damages that may arise from the use of these calculators.

Opinions expressed herein are solely those of InverseWealth LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

All investing involves risk, including loss of principal. Diversification is not a guarantee against loss. Active risk management strategies are not a guarantee against loss. Past performance is not a guarantee or indication of future results.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Consult a qualified tax professional before implementing strategies. InverseWealth does not offer legal or tax advice.

Required disclosures: Form ADV. California-registered investment adviser · CRD # 333749.