Tech Wealth, LLC,

2701 North Thanksgiving Way, Lehi, UT 84043

"I had a great chat with Riley around when to exercise my Employee Stock Options (ESOP) and went through a process of understanding my current financial situation, my values, goals, tax implications and if I can even afford to exercise my ESOPs."

"Riley is amazing to work with. He's super responsive and really takes time to understand your goals. He gave us great advice and guidance and makes things that are hard to wrap your head around, easier to understand. Highly recommend!"

"Riley is one of the most knowledgable and gracious advisors I've spoken to. He is accommodating, thoughtful, patient, and works diligently to understand your goals. He provided assistance and clarity around the exact questions I had and helped me to anticipate complications that I didn't think of. He didn't try to sell useless products or services, but rather simply added value for my situation. I recommend him highly for any advising or financial planning."

"I recently had a tax planning session with Riley and I couldn't be happier with the experience. I found Riley on YouTube and reached out to set up a meeting with him. From the start, he was incredibly friendly and professional. During our session, Riley demonstrated an impressive depth of knowledge about tax consequences, especially in relation to exercising incentive employee stock options shares. He also took the time to explain the intricacies of AMT in a clear and concise manner. What really impressed me was Riley's willingness to put in extra effort to ensure that I fully understood the concepts he was explaining. He used diagrams and other visual aids to help me grasp some of the more complicated ideas, which made the whole process much easier to understand. Overall, I can recommend Riley to anyone looking for tech startup-related tax planning services. He's knowledgeable, personable, and committed to making sure his clients understand everything they need to know. I'm grateful for his help and look forward to working with him again in the future."

"I had a superb interaction with Riley. I shared some concerns with him regarding certain aspects of my tax situation. He listened intently, communicated clearly & gave me thoughtful insights. I would recommend Riley to anyone who may need assistance with financial planning, specifically in the area of stock options. He is outstanding!"