You make good money. Why doesn't it feel like you're building wealth?
Most of the people we work with are leaving $30K–$50K on the table every year — not because they're making bad decisions, but because nobody's connecting the dots for them.
*Based on tax savings identified in actual client engagements. Individual results vary based on income, tax situation, and other factors. Past results do not guarantee future outcomes.
Is this you?
Sound familiar?
These are the situations we hear about most. If any of them hit close to home, we should talk.
Big income, unclear progress
You're earning more than ever, but your net worth doesn't reflect it. Where's it all going?
Surprise tax bills
Tax season shouldn't feel like opening a mystery bill. But when nobody's planning ahead, that's exactly what happens.
Equity compensation confusion
RSUs, ISOs, ESPPs, AMT — these decisions are worth tens of thousands, and most people are navigating them with a Google search and crossed fingers.
Too many advisors, no quarterback
Your CPA, attorney, and investment advisor don't talk to each other. Somehow you've become the project manager of your own financial life.
You're a good fit if…
- ✓You earn $200K–$750K+ annually
- ✓You have equity compensation or business income
- ✓You're making (or avoiding) big decisions
- ✓You want coordinated advice, not another opinion
- ✓You value expertise and are willing to invest in it
This isn't for you if…
- ✕You're looking for free advice or DIY tips
- ✕Your primary goal is stock picking or market timing
- ✕You want someone to simply execute orders
- ✕Your situation is straightforward (W-2 only, no complexity)
- ✕Price is your primary decision criterion
Our approach
Financial planning that actually fits your life
Most advisors focus on investments. We focus on the decisions that actually move the needle — taxes, equity, cash flow, and the big calls you're facing.
Coordination, not just advice
Instead of giving you advice on one thing and hoping the rest works out, we connect all the pieces — taxes, cash flow, equity, investments — so they actually work together.
Proactive, not reactive
We'd rather model a decision before you make it than clean up the mess after. Planning happens year-round, not just in April.
Built for complexity
If your situation were simple, you probably wouldn't be here. The more moving parts, the more we can help.
Fee-only, always
No commissions. No product sales. Our only incentive is your outcome.
How it works
A clear path from confusion to clarity
Diagnose
We dig into everything — income, taxes, equity, what's working, what's not — so we know exactly where you stand.
Plan
We build a strategy that connects all the pieces — not just investments, but taxes, cash flow, and the big decisions ahead.
Execute
We work alongside your CPA and attorney to make sure things actually get done — not just talked about.
Optimize
Life changes. Your income changes. We keep adjusting so your plan stays ahead of it all.
Why WealthBound
Why people choose us over generalist advisors
There are thousands of financial advisors out there. Here's why people with complex situations end up working with us.
Built for high-income complexity
We work with professionals earning $200K–$750K+ who have equity comp, business income, or multi-entity structures. This is all we do — and it shows.
We model it before you decide
What happens if you sell RSUs this year vs. next? What if you take the S-Corp election now? We run the numbers so you're not guessing.
Tax-first thinking
Most advisors hand off tax work to your CPA and hope for the best. We coordinate directly — so nothing falls through the cracks between roles.
One advisor, full picture
You work with one lead advisor who actually knows your situation — not a rotating team or a call center reading from notes.
Real results
The kind of complexity we solve every day
These are anonymized composite case studies. The names are fictional — the financial situations are real.
Sean Rawlings
Lead Advisor & Founder
Meet your advisor
You'll work directly with the person who knows your situation
I started WealthBound because I kept seeing smart, successful people get generic advice that didn't match their actual lives. When you work with us, you work with me directly — from the first call through every planning decision.
My approach is tax-first and coordination-driven — built around the decisions that actually move your net worth, not just your portfolio.
Sean and his wife Ali have one daughter, Millie. When he's not crunching numbers, you'll probably find him on a golf course or plotting the next trip somewhere new. (He takes both seriously.)
Learn More About UsThe intro call
What happens in the first 20 minutes?
No prep needed. No commitment. Just a real conversation about your situation.
We listen
We learn about your situation—income, equity, goals, and what's keeping you up at night.
We share
You learn how we'd approach your specific challenges and where we typically find savings.
We decide together
We both decide if there's a fit—no pressure, no pitch, no obligation.
Most clients wish they'd started a year earlier
A 20-minute call costs nothing. Another year without a plan? That's a different story.