While we are happily located just outside of Philadelphia, our decades of financial experience, especially working with clients who have equity compensation and employee stock options, has allowed the Zajac Group to reach clients all across the country.
We take the time to deeply understand your goals and objectives. We build customized wealth management solutions that integrate and optimize financial planning, tax planning, equity compensation, and investment management into a single-source solution. We are accountable to you and make impartial recommendations based on your best financial interest without any pressure to promote proprietary products.
Developed from years of experience managing equity compensation, we have substantial expertise to help you take full advantage of company-issued stock options and other stock grants. We specialize in developing solutions that integrate equity compensation into your wealth management solution, improving your overall tax, financial, and investment strategies. Whether you are an executive, an employee, a retiree, a founder, pre-IPO or post-IPO – we can help you take full advantage of company-issued stock options and other stock grants.
We have extensive experience, leading technology, and deep investment resources, yet, we operate as a boutique firm, providing you with an authentic, individualized financial experience. We offer ongoing guidance to help you avoid mistakes and make consistently smart decisions to protect, grow, and transfer your wealth. Zajac Group capably addresses the technical financial nuances and explains these concepts in a clear way that empowers you to make informed and educated decisions.