Boutique Private Wealth Management for First-Gen Tech Professionals
We’ll help you get your financial house in order so you can live your legacy.
Live Your Legacy: Be the One Spark
We believe that making a lasting impact on the world starts with one:
One choice.
One commitment.
One turning point.
One community.
One family.
One person.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
And at Franklin Madison Private Wealth, we see you as your family’s catalyst for change.
Your journey as a first-generation high-earner isn’t just about accumulating wealth; it’s about creating lasting change through the life you live today.
A legacy that empowers your family uplifts your community and leaves a lasting mark on society for generations to come.
Work with a Family-Oriented Fiduciary First-Gen Wealth Manager
Peter Donisanu is first-gen by many measures, and understands tech worker’s unique goals and needs.
With over two decades in financial services, his approach blends deep financial experience with a passion for technology, having developed sophisticated quant and econometric models and being recognized in global publications throughout his career.
Clear, Concise Fee Only Wealth Management Financial Planning Pricing
Our straightforward and transparent pricing is tailored to support your legacy-building journey:
Transparent Wealth & Investment Management Pricing
- Wealth Management Planning services start at around $450 per month.
- There’s a one-year commitment, then a month-to-month subscription.
- We’ll waive your planning fee under certain conditions.
- Fiduciary Investment Management services are billed separately.
- Annual Assets Under Management (AUM) fees start at 1.25% and fall to 0.40% as you trust us to manage more of your wealth.
Tech-Oriented Wealth Management Services Expertly Delivered
We get first-gen tech professionals and business owners and offer solutions tailored to the unique challenges you face:
RSUs, GSUs, ISOs, NSOs, ESPP, AMT: We’ve got the tools and expertise to get you sorted.
You’ll receive a written financial plan that maps out how to align your wealth with your life goals.
Optimize your health and earnings ability so you can empower generations to come.
We’ll help you diversify and transfer risks so you can sleep well at night.
Protect your money from those who want to separate you from your wealth.
Beyond money and legal structures, your family needs your vision. We can help.
Time is a precious commodity. Spend it on your family, not managing your money.
What Makes Us Different: Custom-Tailored Wealth Management for the Tech-Savvy First-Generation Leaders
Franklin Madison Private Wealth redefines wealth management for first-generation tech professionals. With our boutique, personalized approach, we go above and beyond what you’d typically find at a big bank or typical financial advisory firm.
Key Distinctions of Franklin Madison Private Wealth:
- Tech-Driven Solutions: Tailored for tech professionals, we blend cutting-edge technology with wealth management to simplify your complex lifestyle.
- First-Gen Focus: Our expertise caters specifically to first-generation wealth creators, aiming to build generational wealth and community impact.
- Boutique Approach, Institutional Expertise: We provide a personal touch with the expertise of an institutional firm, ensuring personalized, knowledgeable service.
- Empathetic Partnership: Our approach emphasizes proactive communication and financial empowerment through collaboration and respect.
- Top Security & Privacy: We prioritize data security and privacy for tech professionals, maintaining the highest industry standards.
- Values-Driven Approach: Our guidance is based on our core values, ensuring ethical and responsible wealth management.
- Strategic Legacy Development: Beyond finances, we help in creating a meaningful legacy through philanthropy, education, and community involvement.
We're on a Mission: Help First Generation Wealth Builders Make an Impact
At Franklin Madison Private Wealth, we are committed to helping first-generation high earners like you build the foundations of enduring family legacies and community prosperity that lasts for generations to come.
Our Vision: Transforming Today’s Wealth into Generational Impact
We believe in the power of nurturing human capital, inspired by visionaries like James E. Hughes Jr. Our goal is to empower rising generations with the knowledge, values, and tools necessary to become responsible stewards of their legacy. We’re committed to transforming financial wealth into a thriving future for your family and community.
Our Mission: Financially Empowering Today’s Change Agents
Our mission is to provide first-gen tech professionals and business owners with a comprehensive suite of private wealth management services delivered with institutional-grade expertise and a boutique approach. We achieve this by integrating advanced technology, strategic partnerships, and deploying best practices to deeply understand our client’s needs and the vision they have for their family.
Our Values: Building Trust, Ensuring Success
Our eleven values are the pillars that uphold our commitment to your success.
Here are our top three:
- Fiduciary Duty: We will always put our client’s interests first and do what’s in their best interest.
- Prosperity: As stewards of your wealth, we focus on growth and protection, ensuring your hard work transcends generations.
- Commitment to Success: ‘Impossible’ isn’t in our vocabulary. We exhaust every avenue, including external expertise, to proactively address your concerns.
GenOneLegacy: Supporting Your Family Wealth Management
We believe in empowering you, a first-generation wealth builder, with insightful resources that illuminate your path to living your legacy.
That’s why we created GenOneLegacy as a resource to empower your legacy-building journey:
Lead with Informed Confidence
At the heart of GenOneLegacy is the belief that you are the architect of your financial destiny. We're here to offer guidance and support, but the leadership is yours.
Access Information the Way You Need It
From brief social posts to checklists to deep-dive blog articles and easy-to-consume podcasts, we have you covered when it comes to finding educational content that's relevant to your life.
Continual Learning for Continuous Growth
Dive into a curated selection of content and tailor-made educational courses for first-gen wealth-building tech professionals.
Start Your Wealth Building Legacy
Your journey as a first-generation high-earner goes beyond wealth accumulation. It’s about pioneering change, shaping a legacy that empowers your family, elevates your community, and leaves a lasting mark on the world.
At Franklin Madison Private Wealth, we recognize you as the catalyst for this transformation.
Your choices, commitment, and vision can be the turning point that equips future generations to fulfill their greater purpose.
Don’t just build wealth. Build a legacy.
Stay Informed and Build Your Legacy!
Subscribe to our weekly newsletter where you’ll receive actionable ideas on managing your wealth, including equity comp, taxes, investing, risk management and more to help get your financial house in order so you can live your legacy.