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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Welcome to Progress Wealth Management – Your Trusted Partner for Salesforce Professionals

Welcome to Progress Wealth Management – Your Trusted Partner for Salesforce Professionals

Salesforce Employees

At Progress Wealth Management, we understand that working for Salesforce comes with unique financial opportunities and challenges.

Blaine Thiederman - Founder of Progress Wealth Management - Denver's Top Wealth Manager

Blaine Thiederman MBA, CFP®

Founder and Financial Planning Expert

“After spending a decade working in finance, I started Progress Wealth Management to provide the advice that professionals in tech need to more easily accomplish their financial goals and live the life they want.”


As Featured In

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barrons
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That’s why we’ve tailored our expertise to cater specifically to employees like you, providing comprehensive financial advice and guidance that aligns with your specific needs and goals.

Tech Professionals in a meeting

Here Are Some Problems That Are Unique To The Financial Lives of Salesforce Employees That We Can Help With

  1. Customized Salesforce-Specific Financial Strategies: We possess in-depth knowledge of Salesforce’s compensation structure, stock options, and benefits. Leveraging this expertise, we develop personalized strategies that maximize your financial potential and help you optimize your earnings throughout your Salesforce career. Our goal is to ensure you make the most of the opportunities available to you.
  2. Optimizing Complex Salesforce Compensation Packages: Salesforce’s compensation package can be complex, including base salary, commissions, bonuses, and stock grants. Our experienced advisors work closely with you to navigate this intricacy. We provide clear explanations of your compensation structure, empowering you to make informed decisions that align with your short-term and long-term financial goals. We help you optimize your compensation for maximum financial success.
  3. Expert Guidance on Stock Options and RSUs: As a Salesforce employee, you may have access to stock options and restricted stock units (RSUs). Our team is well-versed in the complexities of these equity awards. We offer guidance on when to exercise, sell, or hold your options or RSUs, taking into account your financial objectives and minimizing tax implications. Our goal is to ensure you make informed decisions that enhance your financial well-being.
  4. Personalized Wealth Preservation and Tax Strategies: Managing and preserving your wealth is vital for long-term financial success. Our dedicated advisors develop personalized wealth preservation strategies tailored to your unique circumstances. We consider tax-efficient investment strategies, estate planning, and retirement planning, aiming to minimize your tax burden while maximizing your financial security. We provide comprehensive guidance to protect and grow your wealth beyond your Salesforce career.
  5. Holistic Financial Planning: Our financial planning goes beyond managing your investments. We take a holistic approach, encompassing budgeting, debt management, insurance coverage, and emergency funds. We understand that your financial well-being extends beyond your Salesforce career. Our expertise and guidance cover all aspects of your financial life, ensuring you have a solid foundation for your future.
  6. Salary Benchmarking and Negotiation Mastery: We specialize in salary benchmarking and negotiation for Salesforce professionals. With our expertise, you’ll gain insights into industry compensation trends and market expectations. We’ll work closely with you, assessing your skills and accomplishments to determine your value. Armed with this knowledge, we’ll guide you through salary negotiations, ensuring you secure a fair and competitive compensation package. Maximize your earnings potential and achieve your financial goals with our salary benchmarking and negotiation expertise.
  7. Personalized and Accessible Client Service: At Progress Wealth Management, we prioritize exceptional client service. We believe in building relationships with our clients and understanding their entire financial lives. You’ll never feel like a number with us. Our dedicated professionals are readily available to answer your questions, offer guidance, and provide the support you need to make informed financial decisions. You’ll have direct access to your personal financial planner’s phone number, email, and calendar, ensuring you receive the advice you need when you need it.

Take the next step toward financial success as a Salesforce professional.

Contact Progress Wealth Management today to schedule a consultation with our experienced team.

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Let us be your trusted partner on the path to achieving your financial goals while working at Salesforce.

Talk To An Advisor

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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