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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
Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax
When it comes to evaluating strategies to exercise your Non-Qualified Stock Options (NQSOs), what is your best plan of attack? Do you: Exercise and sell all your NQSOs immediately, cashing out the full proceeds? Exercise your NQSOs and hold shares of stock, hoping the stock price will go up?
Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified
What Executives Need to Know About Performance Awards
A performance award is a grant of company stock or stock units, typically tied to a pre-determined metric or goal that is specific to the recipient or award itself. More often than not, the recipient is an executive. Interchangeably referred
The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates
If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need to sell stock. However, SEC regulations, company insider trading policies and fears of allegations of insider trading may prevent
A Quick Take on the Tax Treatment of Incentive Stock Options
If your employer has granted you incentive stock options (ISOs), you’ve likely spent time researching the tax treatment. If so, you’ve probably read about the alternative minimum tax (AMT), and qualifying and disqualifying dispositions. Perhaps the complication has left you wondering: What does this mean to me as a
Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it
If you’re wondering how to maximize the value of your incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), or other forms of equity compensation, you’re not alone. After all, there is plenty to think about if you’ve been granted equity compensation. You may dream of