Be in Control of Your Financial Future
Wealth management in a way that’s easy to understand
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Whether you’re new to equity compensation, looking to dig a bit deeper, or have built considerable wealth, we have the resources for you.
An Introduction to Equity Compensation
The basics of all things equity compensation, including restricted stock units, employee stock options, and more.
Strategies for Maximizing Equity Compensation
A deep dive into ideas and concepts that may help you mitigate income tax, maximize your equity, and integrate your stock into your personal plan.
Executive and Private Client Planning
Executives and high net worth individuals and families may have unique issues and opportunities to explore. Let us be your guide.
FREE eBOOK
The Ultimate Guide to Incentive Stock Options
Download your free copy of this informative eBook that will help you understand the basics of incentive stock options.
We Help Motivated Clients
Our team of experienced advisors help clients make big decisions, pursue ambitious goals, and plan a comfortable 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.
Recent Blog Articles
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
RSUs 101: An Introduction to Restricted Stock Units
Be in Control of Your Financial FutureWealth management in a way that’s easy to understand Schedule a ConsultationTake a Free Assessment 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.The basics of…
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. However, selling appreciated stock can create significant tax implications—ultimately impeding your desire to sell. For certain high-income individuals, there is…
8 Things to Know About AMT Credit and Incentive Stock Options
Be in Control of Your Financial FutureWealth management in a way that’s easy to understand Schedule a ConsultationTake a Free Assessment 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.The basics of…
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 tax implications, including the alternative minimum tax and qualified holding periods. Perhaps you’ve even thought about the possibilities of striking…
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 on the market yet). It is a single, limited event where employees may choose to sell their shares. However, once…
Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan
Let’s take a look at how taxes play a role in the most common wealth transfer strategies, as well as what steps you can take now to incorporate your equity compensation into your estate plan.