Prospero Wealth, LLC

Our firm is made up of veteran former tech professionals who have become fiduciary advisors specifically to assist their former colleagues and other tech professionals. We practice data-driven financial planning and asset management. We differentiate ourselves by being highly respectful of your time and focusing on ruthless prioritization. We specialize in equity compensation and concentrated stock positions.

Jacob Tally is a financial advisor at Prospero Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and is the owner and founder of Tinegoba LLC, which provides consulting services to startups and small-to-medium sized businesses in addition to contracting with Prospero Wealth. Prior to joining Prospero, he held roles at several companies including Cap Hill Brands, New Engen, Crowd Cow, and ZULILY. Prospero Wealth, LLC serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors, offering discretionary investment management along with financial planning, tax-preparation coordination, and estate-planning services. The firm employs a fee-only, percentage-of-AUM model and uses fundamental and cyclical analysis to construct portfolios from individual securities and ETFs, including derivative strategies when appropriate.

Michael Bergines is a financial advisor at Prospero Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Armanino LLP, BTN Consulting, Addi, Conversica, and PayPal. Prospero Wealth, LLC serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors, providing discretionary investment management alongside financial planning, tax-preparation coordination, and an online estate-planning platform. The firm uses a fee-only, percentage-of-AUM model and employs portfolios built from individual securities and ETFs, incorporating both long- and short-term strategies with options for derivatives and hedging.

Vrishin Subramaniam is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Prospero Wealth, LLC and is also the founder and Chief Compliance Officer of CapitalWe LLC. His prior experience includes roles at Landmark Health, Enoah Isolutions Inc, and ITC Infotech USA Inc. Prospero Wealth, LLC serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors with discretionary investment management, financial planning, tax-preparation coordination, and estate-planning services. The firm employs fundamental and cyclical analysis to construct portfolios using individual securities, ETFs, and derivatives, and offers consultative services and retirement-plan management.

Suhas Joshi is a financial advisor at Prospero Wealth, LLC in Seattle, WA, holding a Series 65 designation with three years of industry experience. He joined Prospero Wealth in 2022 after working at Stripe from 2019 to 2022 and Facebook, Inc. from 2012 to 2019. Prospero Wealth serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors by providing discretionary investment management, financial planning, tax-preparation coordination, and access to an online estate-planning platform. The firm employs a fee-only model and constructs portfolios using individual securities and ETFs, incorporating both long- and short-term strategies and derivatives when appropriate.

Philippe De La Motte is a financial advisor at Prospero Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at F5, Inc. and F5 Networks Inc. from 2015 to 2024. Prospero Wealth, LLC serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors with discretionary investment management, financial planning, tax-preparation coordination, and access to an online estate-planning platform. The firm uses fundamental and cyclical analysis to construct portfolios primarily from individual securities and ETFs, offering both long- and short-term strategies, including derivative-enabled options.

Marcus Maurer is a financial advisor with Prospero Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Prospero Wealth since 2016 and is also employed full time by the University of Washington, where he has worked since 2014. Prospero Wealth serves individuals, high-net-worth clients, trusts, businesses, and employer plan sponsors by providing discretionary investment management alongside financial planning, tax-preparation coordination, and online estate-planning tools. The firm uses a fee-only, percentage-of-AUM model and employs a range of investment strategies including individual securities, ETFs, derivatives, and consultative services for non-public investments.