SCOTTSDALE, Ariz., Sept. 22, 2025 /PRNewswire/ — Zak Gardezy, CFP®, CEO of Wealthstone Private Wealth Management, continues to gain attention following the recent release of his book, Secrets of a Wealth Advisor: How To Diversify Concentrated Stock Tax Efficiently. The book is resonating with high-net-worth (HNW, $5MM+) executives and employees at leading technology and artificial intelligence companies, who increasingly face the challenges of concentrated stock positions as their wealth grows.
The rapid appreciation of tech and AI stocks has created unprecedented fortunes for many executives, founders, and early employees. But those same concentrated positions can expose families to significant financial risk and leave them with few obvious options.
Wealthstone CEO Zak Gardezy Reveals How Investors Can Potentially Save Millions in Taxes When Selling Stock
Wealthstone, a boutique wealth management firm led by Zak Gardezy, specializes in building in-depth, highly bespoke strategies for HNW individuals and families requiring sophisticated wealth planning solutions.
“Technology and AI continue to mint new millionaires, but along with that success comes concentrated risk,” said Zak Gardezy, Wealthstone CEO and CFP®. “Too many families believe they only have two choices: sell and pay a crushing tax bill or hold forever. My book offers an alternative lens – strategies that allow successful investors to pursue diversification while maintaining tax efficiency.”
Tech Wealth and the Concentrated Stock Dilemma
As companies in AI, cloud computing, and semiconductors surge in market value, more employees and executives are finding themselves with the majority of their net worth tied to a single stock. What begins as a source of career success can quickly become a financial trap. A market downturn, a sudden shift in company performance, or a surprise policy change can dramatically erode concentrated wealth and derail someone’s financial plan.
In Secrets of a Wealth Advisor, Zak Gardezy provides readers with practical insights into diversification strategies that address both tax exposure and portfolio risk.
A Boutique, Bespoke Approach
Wealthstone’s philosophy is rooted in customization. Unlike large financial institutions, which often rely on standardized models, Wealthstone develops strategies that reflect each client’s unique goals, values, and circumstances. For HNW executives navigating concentrated equity positions, this level of personalization is essential to balancing wealth preservation with growth opportunities.
“Our role as fiduciaries is to design strategies that work for the family sitting in front of us, not just a generic investor profile,” said Zak Gardezy. “That’s why Wealthstone has become a trusted partner for executives who want clarity and control over their concentrated wealth. The book is an extension of that mission: to educate, simplify, and empower.”
About Zak Gardezy
Zak Gardezy, CFP®, is the CEO and Founder of Wealthstone Private Wealth Management, a rapidly growing fee-only boutique wealth management firm based in Scottsdale, Arizona. He is the host of the Money Minutes YouTube series, where he provides weekly insights on markets, tax policy, and wealth management. Zak Gardezy also serves as the Chairman of the Financial Legacy committee for the Arizona Cancer Foundation for Children.
Before founding Wealthstone, Zak Gardezy was a partner on a multi-billion-dollar Morgan Stanley team in Arizona, recognized as a Forbes Best-In-State Wealth Management Team during his tenure. With over a decade of experience in the finance industry, he is recognized for his expertise in advanced tax, estate, and investment strategies tailored to entrepreneurs, executives, and families with complex financial needs.
Availability
Secrets of a Wealth Advisor: How To Diversify Concentrated Stock Tax Efficiently is available now on Amazon: https://a.co/d/b2d527x
Disclaimer
This press release is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. Investors should consult with their own tax and legal advisors before implementing any strategy.
Media Contact
Name: Zak Gardezy
Title: CEO & Founder, Wealthstone Private Wealth Management
Phone: (480) 973-3560
Email: [email protected]
Website: www.wealthstonepwm.com
LinkedIn: https://www.linkedin.com/in/zak-gardezy/
YouTube: https://youtube.com/@wealthstonepwm?si=rEqae03ZNZmVGXI7
SOURCE Wealthstone Private Wealth Management
