Holistic Wealth Management for Technology Professionals
The Wealth with Options team serves as your personal CFO, working to coordinate all aspects of your financial life. For clients with equity compensation, we seamlessly integrate stock option and RSU strategies into your complete wealth plan.
Our Comprehensive Solutions, Your Financial Freedom
Financial Planning
We create comprehensive financial plans that show when your equity compensation can fund your “freedom timeline,” whether that’s early retirement, starting a business, or simply having the option to work less.
Investment Management
Our investment strategies are designed to complement your equity compensation rather than compete with it. We help you diversify concentrated stock positions while seeking to optimize for taxes and your specific risk tolerance.
Tax Optimization
Proactive tax planning is crucial with equity compensation. We can coordinate with your CPA to help minimize AMT exposure, time stock option exercises, and maximize after-tax wealth accumulation.
Risk Reduction Strategies
Beyond traditional insurance, we help you reduce the career and concentration risks that come with significant equity compensation, including disability planning and diversification strategies.
Equity Compensation Integration
We seamlessly weave equity compensation strategies into your comprehensive plan, helping you navigate ISOs, NSOs, RSUs, ESPP, and other stock-based compensation as part of your complete financial picture.
Human Capital Management
We work with you to understand and negotiate compensation packages, particularly if equity is part of the job offer.
Estate and Legacy Planning
To help you protect your wealth, we can coordinate with estate planning attorneys to help ensure your legacy plans reflect your values and minimize tax impacts on your heirs.
Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Diversification does not ensure a profit or protect against loss in a declining market.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.
Schedule a Call with Our Team
Set up some time with Jackie and Ryan to learn more about how our comprehensive suite of wealth management services can help you achieve your unique vision for financial freedom.
