About Company

RHS Financial is a San Francisco–based fiduciary wealth management firm focused on serving Bay Area and Silicon Valley technology professionals; RHS Financial provides aspirational financial planning, investment management, tax planning, equity compensation optimization, and a Flexible Family Office® advisory, and the company leverages proprietary strategies such as TREnD to help clients maximize equity, minimize taxes, and optimize long-term wealth while using cutting-edge technology, a rules-based, data-driven process, and client-centered service to support high-earners, concentrated stock holders, and institutional clients locally and globally.

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