You make good money. Why doesn't it feel like you're building wealth?
High-income professionals we work with typically leave $30K–$50K on the table each year in uncoordinated tax and financial planning decisions. We fix that.
*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?
We work with people navigating real complexity
High income creates high-stakes decisions. Most advisors can't help with the hard parts.
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
Every April brings unwelcome news. You're not planning proactively—you're reacting.
Equity compensation confusion
RSUs, ISOs, ESPPs, AMT—you're making decisions worth tens of thousands without real guidance.
Too many advisors, no quarterback
Your CPA, attorney, and investment advisor don't talk to each other. You're the glue.
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 for the way you actually earn
Most advisors focus on investments. We focus on the decisions that actually move your net worth.
Coordination, not just advice
We quarterback your tax strategy, cash flow, equity compensation, and investments into one coherent plan.
Proactive, not reactive
We model decisions before you make them—not after tax season reveals what went wrong.
Built for complexity
If your situation were simple, you wouldn't need us. We thrive on multi-variable problems.
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 map your current reality—income sources, tax exposure, equity positions, and missed opportunities.
Plan
A coordinated strategy across tax, cash flow, investments, and major decisions.
Execute
We work alongside your CPA and attorney to implement with precision.
Optimize
Ongoing adjustments as your income, family, and goals evolve.
Why WealthBound
What sets us apart from generalist advisors
There are thousands of financial advisors. Here's why high-income professionals with complex situations keep choosing us.
Built for high-income complexity
We work exclusively with professionals earning $200K–$750K+ with equity comp, business income, or multi-entity structures. This isn't a side practice — it's all we do.
Comprehensive planning tools
We use RightCapital for financial modeling, allowing us to run real scenarios — what happens if you sell RSUs this year vs. next, or take the S-Corp election now vs. later.
Tax-first thinking
Most advisors hand off tax work to your CPA. We coordinate directly with them — or provide tax strategy ourselves — so nothing falls through the cracks between roles.
One advisor, full picture
You'll work with one lead advisor who knows your entire situation — not a team that rotates or a call center that reads 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.
Client testimonials
What our clients say
"Before working with WealthBound, I was leaving money on the table every year without realizing it. Between self employment taxes, real estate, and entity selection, we had no real strategy — just hope. Sean built us a plan that actually made sense of everything."
Michael T.
CRE Broker
"I'd worked with two other advisors before and neither of them really understood my situation as a business owner. Sean got it immediately. We restructured my entity, set up a cash balance plan, and cut my tax bill saving me tens of thousands in taxes."
Jake O.
Business Owner
"The intro call alone was more useful than years of sporadic conversations with my previous advisor. They mapped out exactly where we were losing money and what to do about it. We've been clients for two years and it keeps compounding."
Amanda R.
Design Company Owner
Sean Rawlings
Lead Advisor & Founder
Meet your advisor
You'll work directly with the person who knows your situation
WealthBound was built on the premise that high-income professionals deserve an advisor who actually understands complexity — not one who routes you to a junior associate or a call center. When you work with us, you work with Sean directly, from first call through every planning decision.
Sean brings a tax-first, coordination-driven approach that most advisors aren't equipped to offer — built around the decisions that actually move your net worth.
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 required. Here's what to expect.
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. Waiting another tax season might cost you.