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 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
Wealth, Managed.
Be in control of your financial future.