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Experts in Employer Equity

Our experienced advisors specialize in all forms of equity compensation and can help you navigate the complexities of your company’s equity plan. 

Non-Qualified Stock Options

Incentive Stock Options

Restricted Stock / RSU

Employee Stock Purchase Plans

Stock Appreciation Rights

Building Your Personalized Equity Plan

GOALS-BASED PLANNING

As the potential cornerstone of your wealth, integrating your equity compensation into your financial plan is essential to realizing your goals and ensuring value isn't left on the table.

Monitoring & Planning

To help you avoid costly mistakes and capitalize on liquidity opportunities as they arise, we incorporate your stock's key terms and trading windows into your plan. 

MANAGING SINGLE STOCK RISK

Significant exposure to one stock introduces company-specific risks that, if not managed properly, can be devastating to your portfolio.

IS YOUR WEALTH SIGNIFICANTLY TIED TO YOUR COMPANY'S STOCK?

Tax-efficiently reduce exposure to your company stock

 

Minimize company-specific risk without selling shares

 

Generate income to meet tax obligations and fuel personal goals

EXPLORE OUR CONCENTRATED STOCK SOLUTIONS

LATEST EQUITY INSIGHTS

Get the Most Out of Your Company Stock

Schedule a Free Consultation

Equity Compensation