Clients we work with
We built Wealth Habits around six kinds of financial lives, each with its own tax picture and its own blind spots. Explore the page that sounds most like yours to see how we work with people in your situation.
Who we serve
Six kinds of financial lives, each with its own tax picture. Find the one that sounds like yours.
Tech Professionals
Equity that could change your life, or hand you a tax bill you never budgeted for. We plan the timing and the taxes on both.
Learn more → Cash flow & taxesSelf-Employed Professionals
Smooth out uneven income, cut what you overpay in taxes, and build a retirement plan that fits working for yourself.
Learn more → Cross-borderLatin American Cross-Border Families
You studied here and stayed. Your family's business and wealth are still back home. When gifts and inheritance cross the border, we structure them around the U.S. tax rules before they arrive.
Learn more → Business & exitEntrepreneurs & Business Owners
Most of your net worth is locked in the business. We plan the taxes, the retirement plan, and the eventual sale so it becomes wealth you actually own.
Learn more → High incomeMedical & Legal Professionals
High income, a late start after training, and real liability. We build the plan around all three.
Learn more → Irregular incomeCreative Professionals
Income that swings by project and season. We turn it into taxes set aside, savings that hold through the slow months, and a plan that does not wait for a steady paycheck.
Learn more →