Wealth Management for:
Executives Retirees Equity Compensation Business Owners Entrepreneurs
When managing your growing wealth, every decision matters.
We provide tax-focused wealth management, with a specialization in equity compensation.
Success Often Creates More Questions Than Answers
As your career advances, opportunities and challenges emerge.
What do I do with my equity compensation?
How do I manage concentrated company stock in my portfolio?
What tax opportunities am I missing?
Am I doing enough now to prepare for retirement?
This Is Wealth Management for High Earners
Proactive, sophisticated guidance for those managing significant wealth
Zajac Group is a boutique advisory practice specializing in the financial decisions that define high-earning careers. Equity compensation, tax strategy, and the concentrated wealth that builds alongside them.
We work with executives, founders, and senior professionals to navigate:
Preserving wealth through proactive tax planning
Leveraging equity compensation to drive your greater financial plan
Creating financial safeguards and gifting strategies for your family
Incorporating charitable giving strategically
Timing major financial decisions effectively
Who We Serve
Specializing in tax-focused wealth planning and advanced equity compensation strategies, we deliver the most value to:
Executives & Company Leaders
Affluent Families & Couples
Business Owners & Founders
Pre-IPO & Post-IPO Employees
Those In or Near Retirement
Equity Compensation Planning
For executives, C-suite members, and leadership teams of private and public companies
Your company stock represents one of the largest drivers of wealth creation. With the potential to build something significant comes complex questions around timing, taxes, and portfolio concentration.
Our team offers an advanced understanding of equity compensation. We’ll walk you through every decision carefully, taking into account both the immediate and long-term considerations that could impact your financial well-being.
Whether you’re facing an immediate decision with a big impact or preparing for the future, we offer flexible opportunities to work together in the capacity that best suits your needs.
How We Help
We address all areas of our clients’ wealth needs through comprehensive services including:
Financial
Planning
Financial planning helps us bridge the gap between where you are today and the future you envision for yourself and your family.
We analyze your financial world from every angle, discuss your goals, and build a plan to move you forward in the right direction.
Investment Management
Your investments should support your financial plan, helping you move closer to your goals.
We create customized investment solutions that address both your short-term and long-term needs. We prioritize tax-efficient, low-cost, and fully transparent investment offerings.
Tax Planning & Preparation
We believe tax planning should be central to your financial plan. Our team includes a CPA, an Enrolled Agent, and several CERTIFIED FINANCIAL PLANNERâ„¢ professionals, each with deep tax planning experience.
We evaluate and identify tax planning opportunities for our clients, particularly as it relates to equity compensation, to help optimize the value of your assets.
Experience the Difference
Building wealth and feeling in control of it are two different things.
Schedule a call with our team today.
Learn More About Your Equity Compensation
Should You Participate in a Tender Offer? A Guide to Liquidity, Risk, and Timing
When given the opportunity to participate in a tender offer, many equity holders are better served by taking at least some liquidity, even when it feels uncomfortable in the moment.…
What Comes After a Liquidity Event You Didn’t Plan For?
In an ideal world, the best time to prepare for a liquidity event is well before it happens. The more time you have to think through your options and make…
What to Do With Your RSU Shares, Assuming You Didn’t Sell at Vest
Restricted Stock Units (RSUs) are one of the most common forms of equity compensation, and they are widely covered. However, most of this attention gets paid to vesting, how taxes…
When You Have RSUs, ISOs, NQSOs, and an ESPP: How to Coordinate Equity Compensation
As your career progresses, it’s not uncommon to accumulate multiple types of equity compensation—especially as you move into senior leadership and accumulate grants over time. Each form of equity compensation…
AMT Credit for Incentive Stock Options: Timing, Traps, and Strategy
If you have incentive stock options (ISOs), you’ve likely been introduced to AMT. AMT is a tax due that may be due on the bargain element of your incentive stock…
Private Company ISOs: Early Exercise, AMT, QSBS, and IPO Strategy
Equity compensation can be one of the most powerful wealth-building tools for early-stage employees and executives of private companies. Unlike public company stock, private equity compensation exists in an illiquid…