Our goal is to turn your company stock into a new home stable income work freedom wealth with options
Navigate the complexities of equity compensation with confidence: our specialized financial advising helps you optimize stock options, RSUs, and other equity incentives to achieve your long-term goals.
We’ve worked with employees from
Do you find yourself wondering…
I want to take action, but I’m not sure what to do or when?
What the heck are ISOs, RSUs, NSOs, or ESPP?
How do I reduce my tax bill when exercising and selling my options?
Is my financial success too dependent on my company's stock price?
How do I prevent unexpected tax bills from complicating my cash flow?
How We Help
Pre-IPO Strategies
- Review 83b and QSBS Elections
- Explore private sale of stock
- Early exercise for ISOs & NSOs
- Avoid AMT
Post-IPO Strategies
- Exercise options & hold shares
- Exercise options & hold cash
- Develop a diversification plan
- Use tax mitigation strategies
Retirement Strategies
- Create a stable income stream
- Diversify your investments
- Identify tax savings opportunities
- Align your money with your values
There is no assurance that any strategy will be successful. Investing involves risk, including the possible loss of principal.
Our mission is to simplify how you turn your company stock into real money you can use.
We've met lots of frustrated professionals who don't have the time to make important financial decisions around their stock compensation. We provide our experience and expertise to clients with the goal of helping them take action to turn their stock options into real wealth.
We help you to be smart with your money.
As Seen In
Make your goals reality with our
Wealth Management Services
Financial Planning
We take a holistic approach to planning with your goals guiding every decision.
Risk Reduction Strategies
We analyze how your assets should be titled and make sure you have the appropriate insurance in place.
Legacy & Charitable Planning
We’ll help you create an estate plan to take care of your family AND the causes you’re passionate about.
Investment Management
We take a low-cost, tax-efficient approach to managing your investments.
Tax Optimization
We’ll put together a comprehensive strategy to make sure you don’t overpay.
Equity Compensation
If ISOs, RSUs, and NSOs are a part of your compensation, let’s talk strategy.
Enjoy easy access to all of your financial information on your personal dashboard
Your dashboard allows you to quickly navigate and understand your financials. In one quick glance, you can see how your investments are doing in both $ and %. You can see your stock portfolio and see all of your activity in one place.
Understand your Stock Options & Avoid Costly Mistakes
5 keys to maximize the value of your compensation.
Download the PDF ↓
