Equity Compensation Planning

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

Integrate Your Equity Into Your Financial 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.

CONCENTRATED STOCK POSITIONS

Smarter solutions for those with significant wealth tied to their company stock.

How We Can Help

Diversification

Tax-efficiently reduce exposure to your company stock.

Risk Management

Minimize company-specific risk without selling shares.

Liquidity

Generate income to meet tax obligations and fuel personal goals.

Planning

Incorporate your company stock into your broader financial plan.

LATEST EQUITY INSIGHTS

EMPLOYER EQUITY

Take Control of Your Company Stock

Schedule a Free Consultation