FREE GUIDE
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
About Reach
Strategic Wealth Planning, Personally Delivered
We're a boutique financial planning firm specializing in corporate exits and concentrated stock positions, not a big box firm offering cookie-cutter solutions.
About Reach
Strategic Wealth Planning, Personally Delivered
We're a boutique financial planning firm specializing in corporate exits and concentrated stock positions, not a big box firm offering cookie-cutter solutions.
About Reach
Strategic Wealth Planning, Personally Delivered
We're a boutique financial planning firm specializing in corporate exits and concentrated stock positions, not a big box firm offering cookie-cutter solutions.
Meet Zach
I'm glad you're here, here's a little about me.
I began my career in banking before moving to a "traditional" wealth management firm before founding Reach Strategic Wealth in 2019.
Around the same time my wife and I became foster parents, which began an extremely long and demanding process to care for our family.
When we adopted our boys in 2024 we decided to "pull the ripcord" and move our family to the coast of North Carolina to begin a brand new chapter.
I'm thrilled to get to focus my work on helping awesome families make smart choices about their money and leverage their resources for freedom.
Zachary Ashburn, CFP®, EA, AFC®
Chief Planning Officer
Meet Zach
I'm glad you're here, here's a little about me.
I began my career in banking before moving to a "traditional" wealth management firm before founding Reach Strategic Wealth in 2019.
Around the same time my wife and I became foster parents, which began an extremely long and demanding process to care for our family.
When we adopted our boys in 2024 we decided to "pull the ripcord" and move our family to the coast of North Carolina to begin a brand new chapter.
I'm thrilled to get to focus my work on helping awesome families make smart choices about their money and leverage their resources for freedom.
Zachary Ashburn, CFP®, EA, AFC®
Chief Planning Officer
Meet Zach
I'm glad you're here, here's a little about me.
I began my career in banking before moving to a "traditional" wealth management firm before founding Reach Strategic Wealth in 2019.
Around the same time my wife and I became foster parents, which began an extremely long and demanding process to care for our family.
When we adopted our boys in 2024 we decided to "pull the ripcord" and move our family to the coast of North Carolina to begin a brand new chapter.
I'm thrilled to get to focus my work on helping awesome families make smart choices about their money and leverage their resources for freedom.
Zachary Ashburn, CFP®, EA, AFC®
Chief Planning Officer
The Work at Reach Strategic Wealth
Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.
We specialize in two critical technical areas: corporate exit planning and concentrated stock position management. Whether you're sitting on significant equity from a tech company or contemplating your transition out of corporate life, we understand the unique challenges that come with these situations.
Our focus on tax planning sets us apart from big box firms. We're a boutique practice that provides personalized attention and strategies tailored to your specific situation. You'll never be just another account number here.
We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.
The Work at Reach Strategic Wealth
Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.
We specialize in two critical technical areas: corporate exit planning and concentrated stock position management. Whether you're sitting on significant equity from a tech company or contemplating your transition out of corporate life, we understand the unique challenges that come with these situations.
Our focus on tax planning sets us apart from big box firms. We're a boutique practice that provides personalized attention and strategies tailored to your specific situation. You'll never be just another account number here.
We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.
The Work at Reach Strategic Wealth
Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.
We specialize in two critical technical areas: corporate exit planning and concentrated stock position management. Whether you're sitting on significant equity from a tech company or contemplating your transition out of corporate life, we understand the unique challenges that come with these situations.
Our focus on tax planning sets us apart from big box firms. We're a boutique practice that provides personalized attention and strategies tailored to your specific situation. You'll never be just another account number here.
We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.
Ready to Pull the Ripcord?
You've built wealth in corporate, and now you want to be smart with your next steps. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built wealth in corporate, and now you want to be smart with your next steps. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built wealth in corporate, and now you want to be smart with your next steps. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.