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Executives Retirees Equity Compensation Business Owners Entrepreneurs
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We Help Motivated Clients
Ambitious clients deserve a clear path to financial success, and we’re here to guide the way. Our team of experienced advisors help clients make big decisions, pursue ambitious goals, and plan a confident retirement.
Financial Planning
Comprehensive financial planning is about understanding where you are financially and where you want to be.
From here, we work with you to develop clear and specific goals and objectives. And we build a plan to help you meet this goals with clarity with confidence.
Investment Management
Investments solutions are derived with an eye towards the financial plan. The result is a customized investment solution that addresses short-term and long-term needs. One that is tax-efficient, low cost, and fully transparent.
Equity Compensation
Employee stock options (ISO and NSO) and restricted stock units can be confusing and complex. We have years of experience simplifying these concepts, empowering our clients to make informed and educated decisions regarding investment risk, tax planning, and financial goals.
Tax Planning and Preparation
Tax planning is a critical part of your financial plan. We have the resources and experience to evaluate and identify tax planning opportunities, especially as it relates to equity compensation, helping to optimize the value of your assets.
Why Our Clients Choose Zajac
Authenticity
Authenticity is the heartbeat of our investment firm, guiding every decision, interaction, and strategy as we prioritize genuine client connections and transparent, clientfocused practices.
Professionalism
Professionalism is the cornerstone of our approach, reflected in our comprehensive, independent advice, meticulous attention to detail, and unwavering commitment to acting in the best interests of our clients.
Experience
At Zajac, we are committed to staying abreast of industry advancements, ensuring our clients benefit from experienced guidance and up-to-date financial strategies, empowering them to make informed financial decisions.
Start Your Journey Here
Whether you’re new to equity compensation, looking to dig a bit deeper, or have built considerable wealth, we have the resources for you.
Resource Library
Categories
Alternative Minimum Tax
Navigate AMT Complexity with Confidence
Employee Stock Options
Unlock the True Value of Your Stock Options
Employee Stock Purchase Plan
Turn Your ESPP into Strategic Wealth
Equity Compensation
Maximize Your Equity, Minimize Your Risk
Read Our Blog
In depth, digestible articles that help you make sense of your incentive stock options, non qualified stock options, restricted stock, other equity compensation, and more
What Is A Charitable Remainder Trust?
For executives and entrepreneurs holding highly appreciated assets, the need for diversification becomes increasingly important. Selling stock outright, however, can incur a sizable tax bill—making it difficult to balance concentration…
RSUs 101: An Introduction to Restricted Stock Units
Financial Advice for: Executives Retirees Equity Compensation Business Owners Entrepreneurs Let us help you navigate the complexities of your wealth. We Help Motivated Clients Ambitious clients deserve a clear path…
What is an Exchange Fund and How it Can Mitigate Stock Concentration
If you’ve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio.…
8 Things to Know About AMT Credit and Incentive Stock Options
Financial Advice for: Executives Retirees Equity Compensation Business Owners Entrepreneurs Let us help you navigate the complexities of your wealth. We Help Motivated Clients Ambitious clients deserve a clear path…
How Might Behavioral Finance Impact Your Equity Compensation?
When you think of “equity compensation,” you might think about incentive stock options, non-qualified stock options, and restricted stock units. If you dig even deeper, you may also think about…
Tender Offers and Your Equity Comp: What to Consider if Your Private Company Presents a Liquidity Event
A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since it’s not traded publicly…
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