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Tailored investments, tax efficiency, and financial planning, all with a single source solution

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Identify Your Goals

Effectively integrate your wealth and your equity into your personal financial planning goals

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Optimize Tax

Strategically exercise and sell ISOs, NQSOs, RSUs, PSUs, ESPP, and other shares in a tax-efficient way and AMT friendly way

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Control Your Cash Flow

Intentionally sell stock, pay tax, and invest the proceeds in a process-driven manner

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Invest with Intention

Proactively manage concentration risk, and transition assets into a personalized investment portfolio

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Plan for the Future

Explore your equity for this this year, next year, and the years that follow.

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Financial Guidance for Wealthy Investors

Entrust your financial strategy to a team experienced in serving the needs of High Net Worth and equity-compensated investors and executives

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Finding a team that understands the intricacies that come from success, generational wealth or significant equity compensation is challenging. We’ve been serving HNW families around the Philadelphia area for 30+ years, and welcome the opportunity to work with you.

Meet the Team

Richard Zajac

Richard Zajac

CFP®, CPA

Rick has an extensive financial planning background, including 30+ years as a CPA and 20+ years of experience as a CERTIFIED FINANCIAL PLANNER™ Professional.

Daniel Zajac

Daniel Zajac

CFP®, EA

Daniel is a CERTIFIED FINANCIAL PLANNER™ Professional with extensive experience working with high-net-worth clients with equity compensation.

Ben Zajac

Ben Zajac

CFP®, CIMA

Ben is a CERTIFIED FINANCIAL PLANNER™ Professional with deep knowledge in financial planning, including investment, income, insurance, and retirement planning.

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All Things Equity Compensation

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The Employee Guide to an Initial Public Offering IPO)

Employee Guide to IPO

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Free Guide to IPOs

If you’re an executive, director, or other critical employee whose company is in the throes of an initial public offering (IPO), you’ll want to read this.
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Employee Guide to IPO