David Dunn Wealth helps high-earning professionals navigate the complexities of equity compensation, tax exposure, retirement planning, and long-term wealth strategy. Many of the individuals we serve, particularly those at Microsoft, Amazon, Boeing, and similar organizations, face overlapping financial challenges including concentrated stock positions, multi-year vesting schedules, and decisions with significant tax implications.

Led by David L. Dunn, CPA/PFS, CFP®, CPWA®, the firm provides fiduciary, tax-focused planning for professionals managing equity-rich compensation and preparing for major financial transitions. We help clients evaluate strategies around RSU vesting, stock option exercises, concentrated equity diversification, Roth conversions, NUA opportunities, retirement income planning, and 401(k) rollovers.

David Dunn Wealth also advises on executive benefits, estate planning, and charitable planning, coordinating closely with CPAs, attorneys, and other professionals to help ensure each strategy is aligned with a client’s broader financial goals.

While we work with professionals from many industries and backgrounds, we have developed particular experience serving individuals at Boeing, Microsoft, and other firms where stock-based compensation plays a central role.

David is also the creator of the Critical Mistakes Series™, a collection of brief educational videos designed to highlight financial missteps that can have long-term consequences.

Our approach is conservative, integrated, and fully fiduciary, with a focus on helping clients bring clarity, structure, and confidence to complex financial decisions.

David Dunn Wealth LLC (DDW) is a member firm of The Fiduciary Alliance, LLC (TFA), a Securities and Exchange Commission-registered investment adviser. See full disclosure at https://daviddunn.com/disclosures/

David Dunn Wealth

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David Dunn Wealth

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