Beyond Benefits
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
LATEST EQUITY INSIGHTS