We provide tax efficient investment solutions tailored to meet your specific goals.
Stock Compensation
Maximize the potential of your RSUs, ISOs, ESPP, and concentrated stock positions
Investment Solutions
In depth investment process to balance cost and expertise across asset classes and account types
Retirement Planning
Establish a confident retirement plan supported by our industry leading software
Education Savings
Understand the various options to establish and grow education funds for you or your loved ones
Big Ticket Purchases
Assess whether you can afford that new house, vacation home, or new car without jeopardizing your long-term goals
Retirement Drawdown Strategies
Tax focused strategy to meet your retirement spending needs using social security, retirement savings, and taxable investment accounts
Estate Planning
Proper planning can ensure your wishes are carried out and financial assets are efficiently transferred to your loved ones
Charitable Giving
Maximize the impact of your contributions using tax efficient gifting strategies
YOUR ADVISOR
Matthew Pruitt, CFP®, CFA
I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there?
So, what's important to me: spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals.
My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values.
A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.
Client Service
Olivia Fox
Olivia graduated summa cum laude from Adrian College with Bachelor's degrees in Finance and Political Science. Olivia started in the industry as a Financial Associate at boutique wealth management firms in Michigan and Colorado prior to joining Exhale in 2024. She is currently living in Grand Rapids, Michigan and enjoys spending her time in the great outdoors either hiking, hammocking, or going to the beach. In addition, she spends time volunteering for the Cheyenne Frontier Days Rodeo.
Financial Planner
Tim Lee, CFP®
Tim is a financial planner at Exhale Wealth, where he helps clients simplify their financial lives and use their money to live a meaningful life. He most recently worked as a financial advisor at a firm that specializes in helping tech professionals with equity compensation. There he helped clients at companies, such as SpaceX, Databricks, and Anduril, navigate the complexities of company tender offers and IPOs. His favorite part about the job is being able to help clients align their finances with what's meaningful to them, so they can live their best lives.
Tim is based in San Diego, CA, where he lives with his wife and their yorkie-poo. He loves California burritos and has a unique obsession with Taco Bell. He's also actively involved at his church, where he serves at a Youth Advisor and Worship Leader.
