Strong income, growing career, but too many pieces to track. Benefits, investing, taxes, insurance, student loans. It's a lot, and it's hard to know where to start without a clear system.
Too many moving parts: benefits, 401(k)s, HSAs, equity comp. Hard to see the full picture.
Nonstop noise: podcasts, social media, conflicting advice. What actually applies to you?
Lingering doubt: you make a call, then second-guess it. The tradeoffs are never clear.
Built for professionals turning strong income into lasting wealth.
Proactive tax strategy coordinated with your investments and financial plan. Every deduction, every credit, every decision connected.
A clear plan for what to do with your money. Cash flow, big decisions, insurance gaps, retirement projections, updated as life changes.
Evidence-based portfolios built around your tax situation and goals. Low-cost, diversified, rebalanced, and tax-loss harvested automatically.
RSUs, ISOs, ESPP, stock options. Clear guidance on when to hold, sell, or diversify, with the tax implications modeled before you decide.
Insurance reviewed, estate documents in order, beneficiaries updated. The pieces that protect everything you're building.
PSLF, refinancing, income-driven repayment. The math done right so you can stop wondering if you picked the wrong plan.
Three steps. No complexity. We handle the hard parts.
A free intro call to understand your situation, goals, and what's keeping you up at night.
Investments, tax strategy, cash flow, insurance, organized into one clear roadmap.
Life changes. We update the plan, adjust your tax strategy, and rebalance so you stay focused on what matters.
When everything is managed by one team, every decision is coordinated. Your tax strategy informs your investments, and your financial plan ties it all together.
Styra Wealth Management is led by Jacob Molina, CPA | CFP®, a former orthopedic PA who went back to school for tax and financial planning. That clinical background shapes everything: listen first, diagnose carefully, build a plan around what actually matters.
Styra is a fee-only registered investment adviser based in Phoenix, Arizona. No commissions, no product sales, no conflicts. Just planning, tax, and investments working together for you.
About Styra →CPA · CFP® · Fee-Only · Fiduciary · Registered Investment Adviser
