An Exclusive Service for Personalized Needs

Private clients of Zajac Group work with a dedicated team of experienced professionals, all seeking to address your uniquely complex wealth needs.

If you’re someone who has accumulated a significant amount of equity compensation, congratulations. You’ve worked hard to get where you are, and now it’s time to discuss different strategies available and how they align with your personal financial goals.

Whether you have big decisions to make with equity compensation, or you want to deepen your knowledge of how various decisions impact your financial goals, we’ve curated some popular resources to help. Let’s dive in…

You’re in the right place if:

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You are an executive or senior employee who had accumulated stock over many years

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You’re an employee of a company that is nearing or has just gone through a new IPO

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You have equity compensation accumulated over many years and seeking retirement or financial independence

Become a Private Client

Our premier service offers customized investment management, unlimited access, and comprehensive financial planning, in a single source solution.