Your Income Is Strong. Your Financial Plan Should Be Too.

Freedom Path Wealth builds integrated financial strategies for tech executives and entrepreneurs who’ve outgrown generic advice and need a real plan built around their actual situation.

A More Coordinated
Approach to Wealth Planning

When income grows, generic advice starts to break down. Stock compensation, business revenue, rising taxes, insurance gaps, estate issues, and uneven cash flow all start affecting each other.

We help clients organize the full picture so every financial decision supports the next one.

The Problem With How Most People Manage Money at Your Level

There is a point in every tech executive’s and entrepreneur’s financial life where the standard advice stops being useful. Max your 401k. Buy index funds. Get term life insurance. Save six months of expenses.

That advice works when your financial life is simple. When you have RSUs vesting on a schedule, a business with variable distributions, a compensation structure that could be significantly more tax-efficient, and a retirement that needs to be engineered rather than hoped for, that advice isn’t just incomplete. It’s leaving real money on the table.

Most people at your income level aren’t making bad decisions. They’re making good decisions in isolation, without anyone connecting them to each other. The tax plan isn’t talking to the investment strategy. The estate documents don’t reflect the current business value. The retirement account is accumulating without a plan for how it will eventually become income.

At Freedom Path Wealth, we connect the pieces.

Who We Work With

Freedom Path Wealth is built for people who have outgrown one-size-fits-all financial advice and want a plan that reflects real complexity.

We specialize in working with tech executives and entrepreneurs who are navigating meaningful financial decisions and transitions. Our clients typically have a household income or assets of $500,000 or more and are looking for a more strategic, personalized approach to managing their wealth.

High Income Tech Executives

If your compensation includes RSUs, ESPPs, bonuses, or other planning complexities, you need more than investment management. We help you make smarter decisions around taxes, cash flow, and long-term wealth accumulation.

Entrepreneurs and Business Owners

You’ve built something valuable, but your financial life may still feel fragmented. We help service-based business owners coordinate personal planning, business strategy, tax decisions, risk management, and long-term wealth building.

Families with a Liquidity Event or Inheritance

A business sale, inheritance, or large settlement can create opportunity and pressure at the same time. We help you turn sudden wealth into a thoughtful long-term strategy.

Does This
Sound Familiar?

Many of our clients come to us at a point where their income is strong, but their financial life still feels more reactive than intentional.
You feel like you’re paying more in taxes than you should
You have cash building up without a clear plan for deployment
Your CPA, attorney, and advisor are not working from the same playbook
You want to protect your family and your future without slowing down growth
Your financial life depends too much on your business or paycheck
You know your money could be doing more, but you need a clearer strategy

Our Process for Building and Protecting Wealth

Real financial planning is not about one product or one account. It starts with structure,
then moves into protection, optimization, and long-term decision-making.
1

Get Clarity On Your Financial Picture

We start by understanding your income, assets, liabilities, tax exposure, savings habits, business interests, and existing planning gaps. This creates a clearer view of what is working, what is exposed, and where action matters most.

2

Protect What You’ve Built

We review risk across your personal and financial life, including insurance, liability exposure, emergency reserves, and foundational estate planning. The goal is to strengthen the areas that could disrupt long-term progress.

3

Create a Cash Flow Structure

Instead of relying on guesswork, we help you direct your paychecks through a central “reservoir” account that automatically allocates funds. This approach creates consistency and simplifies money management.

4

Build a Smarter Wealth Strategy

Once the foundation is in place, we focus on cash flow, tax strategy, investment planning, and long-term wealth accumulation. Every recommendation is meant to support both today’s priorities and future freedom.

Financial Planning Services
Built Around Real Complexity

Read more about our services below

Proactive planning to help reduce unnecessary tax drag and coordinate decisions with your CPA and broader financial strategy.

A structured approach to spending, saving, and deploying excess cash with more purpose.

Portfolio guidance aligned with your goals, liquidity needs, time horizon, and tax considerations.

Review life, disability, umbrella, and other protection strategies to help close meaningful coverage gaps.

Coordinate with your legal team on wills, powers of attorney, medical directives, beneficiary reviews, and broader legacy goals.

Turn equity compensation into a more intentional strategy for taxes, liquidity, diversification, and long-term wealth.

Align personal and business financial decisions around compensation, tax efficiency, protection, and long-term wealth creation.

Build toward financial independence with a strategy that supports your future lifestyle, income needs, and distribution planning.

The Problem With High Income and No System

There is a common assumption that once income reaches a certain level, cash flow stops being a concern. That assumption is wrong.

High earners with variable income, complex compensation structures, and significant obligations face cash flow challenges that are different from, but no less real than, those of people earning less. RSUs vest in lumps. Business distributions are irregular. Bonuses arrive at unexpected times. Taxes are due quarterly. Large planned expenses and unplanned ones compete for the same dollars.

Without a deliberate system for managing money in and out, even significant income produces less wealth than it should. The money moves. It just doesn’t move with intention.

We Don't Do Retirement Planning. We Do Retirement Income Planning.

The traditional approach to retirement is to accumulate as much as possible and hope the number is big enough. The measure of success is the balance on your statement.

We take a different approach. The goal isn’t a bigger statement. The goal is income: reliable, tax-efficient, sustainable income that funds the life you want to live without the constant worry that it will run out.

Retirement income planning means building a deliberate system that converts your assets into passive income, sequenced and structured to minimize taxes, sustain over time, and adapt as your life changes. It means knowing what your wealth will generate, not just what it’s worth on paper.

That distinction matters more than most people realize, and it matters most before you retire, not after.

Why Clients
Choose
Freedom
Path Wealth

Our role is not to replace your CPA or attorney. Our role is to help bring the right people and decisions together into a more connected plan.
  • Advice designed for complexity, not just accumulation
  • A coordinated approach across taxes, cash flow, risk, and investments
  • Planning for entrepreneurs, executives, and families with evolving needs
  • Clear next steps instead of vague long-term intentions
  • A relationship built around responsiveness, structure, and implementation

Meet Freedom
Path Wealth

Freedom Path Wealth helps high-income professionals, entrepreneurs, and families make more intentional financial decisions. The firm’s approach centers on aligning wealth-building strategies with personal goals, so financial success supports the life you want to live, not just the numbers on paper.
Led by Mando Sallavanti, Freedom Path Wealth focuses on helping clients bring clarity to cash flow, taxes, investments, risk management, and long-term planning through a more coordinated strategy.

What Clients Value Most

Our role is not to replace your CPA or attorney. Our role is to help bring the right people and decisions together into a more connected plan.
“Mando was my saving grace. My YouTube channel doubled in income over 1 year and I was very overwhelmed with the amount that was coming in. Mando calmed me down and built a strategy around the money coming in and made it super easy to understand. Looking back I was lost without Mando then and now I’m confident and excited every month when we catch up. He’s more than just a financial advisor I consider him a friend.”
-Levi Nichols
“More than anything, Mando provides a sense of security. I consider myself to be financially savvy, but when you want the best for your future, you want someone in your corner who’s going to do all the little things correctly. I don’t have to worry about money or retirement or what the years to come might look like anymore. I sleep so much better at night knowing I’ve got an advisor, a coach, and most importantly a friend ensuring I’m making the right financial moves to allow me to live the life I want.”
-Connor Cook
“After feeling like just another client with our previous advisor, working with Mando has been incredibly refreshing. He takes the time to understand us not just our finances, but our goals, our family, and what really matters. His out-of-the-box thinking allows us to plan for tomorrow without sacrificing today. He’s attentive, communicates in a way that makes everything easy to understand, and makes us feel comfortable every step of the way. We’ve never felt more supported or confident in our financial future.”
-Shannon Cunningham
"While we were doing well financially and had advisors in place, there were still loose ends that didn’t feel settled - an old 401(k), investments that hadn’t evolved with us, and uncertainty about how to approach this next chapter of our lives. What’s been truly different is working with someone like Mando and his team who looks at our whole picture, checks in regularly, and genuinely listens to what matters most to us. For the first time, our financial plan feels aligned, intentional, and reflective of where we’re headed - not just where we’ve been.”
-David Corwin
“I felt like I was moving without intention or a strategy and that I’d always have the golden handcuffs of my corporate job. What’s different now is accountability and support in a plan and feeling in control of my financial future without the fear of my sole income coming from my employer.”
-Rachel Starkey
“Before we started working together it felt weird that we had plenty of support, knowledge, and resources and yet it felt like we didn’t see the connection between all the action taken and the end goals that mean the world to us. Working with Mando and the Freedom Path team it feels like this journey is just as important for them to see those goals become reality as it is for us. Now we have a true partner invested making sure we create that reality and keeping us on that track we all decided on. Mando is a true protagonist in a world that needs them more and yet…working with his team you will feel like the main character.”
-Bojan Tuco
“I’ll be real, I never thought I needed a financial advisor. For years I told myself, “I’ll figure it out.” Budget a little, save when I can, keep pushing. And honestly… I also thought I wasn’t making enough for it to even matter. That was a huge mistake. Working with Mando made me realize finances aren’t just budgeting, its protection, tax strategy, keeping more of what you make, and actually building something for my family long term. Stuff I never thought about. It’s having a plan instead of just hoping I'm doing the right things. And the truth is, I wish I would’ve done this sooner. If you’re sitting there on the fence thinking “I’ll handle it myself” or “I’m not there yet”… that’s exactly where I was. Just do it. Working with Mando will be one the best decisions you can make for yourself and family.”
-Jon Padgett
"Before we collaborated, I was managing my finances on my own without much experience. Your extensive financial knowledge allows you to present innovative solutions to our financial situations. Additionally, you approach our finances objectively, honestly, and provide concise recommendations that are easy to understand. We believe that you are genuinely invested in our financial success and working to further our goals.”
-Mike Bershad
“Before Mando, I was navigating my financial future just okay, but I always felt like I wasn't being nearly as proactive as I could’ve been. Now, that gap is totally closed because his attention to detail is actually insane, and his team’s communication is second to none. Between the regular check-ins and the way he loops me in with a plan the second the market shifts, I finally feel like someone truly has my back and is staying three steps ahead of the curve."
-Ryan Leckey
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Frequently Asked Questions

Yes, if no one is coordinating the overall strategy. We work alongside your existing professionals to help connect tax planning, investments, protection strategies, estate considerations, and cash flow decisions into one more cohesive plan.

We typically work with entrepreneurs, service-based business owners, high-income professionals, and families with growing financial complexity who want a more strategic approach to planning.

Yes. We help clients think through RSUs, ESPPs, and other complex compensation decisions in the context of taxes, cash flow, and long-term wealth strategy.

We focus on coordination. Instead of treating investments, taxes, insurance, and estate issues as separate conversations, we help bring them into one planning framework.

Build a Financial Strategy That Supports Real Freedom

If your income has grown but your financial life still feels scattered, it may be time for a more coordinated plan. Let’s talk about where you are now, what is getting in the way, and what a smarter path forward could look like.

Apply for a Strategy Session