Ryan Dewane
Investment Consultant @Dewane Investment Strategies
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WORK HISTORY
Investment Consultant @Dewane Investment Strategies
Dewane investment Strategies is a boutique wealth management practice along the California coast built around two client profiles. 1) Employees with equity compensation - we help employees at growth stage and public companies navigate financial and tax planning decisions that most generalist advisors get wrong. 2) Business owners - we partner with entrepreneurs through the full exit cycle and help navigate life post exit. My father an I built the practice on a simple principle: fewer clients, deeper relationships, leads to better outcomes.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Dewane Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
EDUCATION
University of Colorado Boulder
Bachelor of Business Administration (B.B.A.)
SKILLS
ABOUT RYAN DEWANE
If you\'re an employee sitting on RSU\'s, stock options, or a growing equity position - or a business owner working toward an exit - my team helps you figure out what to do with it. Most of our clients are at a common inflection point: a liquidity event that changes their financial picture significantly. The question is rarely just what you own. It\'s how you handle it without giving half back to taxes or making moves you can\'t undo.My family and I run a wealth management practice along the central and southern California coast focused on- Equity compensation planning for employees at growth stage, and public companies. Concentrated positions, vesting schedules, post-IPO diversification, tax-efficient liquidation are the decisions that determine whether that equity actually builds wealth- Exit planning for business owners. Pre-sale prep, deal structures, and post-exit wealth transition, we work across the full cycle. Before becoming an advisor, I co-founded Snapwire, a visual content marketplace that was acquired. That experience shapes how I think about what founders and employees are navigating when equity becomes real money.
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