Accomplish Your Goals And Live Your Life
We work with you to align your equity compensation plan with your goals, both financial and personal. Our services are designed to minimize your tax liability, create a path to your goals, and build your net worth.
Ubequity Wealth Management, LLC means potential unlocked. We believe equity compensation represents an opportunity for yourself, your family, and the causes that matter to you. Our goal is to help stock compensation recipients tap into this opportunity and, ultimately, enhance their lives.
We work with you to create a portfolio that matches your risk tolerance and goals. Over time, we will oversee your investments and make adjustments as necessary.
From your lifestyle inclinations to charitable goals, we’ll build a plan oriented around your values, your family life, and what you want your future to look like.
Equity Compensation Management
After we’ve determined the optimal way to arrange your equity compensation, we’ll review and make alterations as your goals shift and any career changes occur.
Who We Work With
Including c-suite executives, board members, and decision makers
Across various industries, such as tech, health, pharmaceutical, energy, and industrial
With significant assets and equity compensation
Initial Ubequity Planning Process
Throughout this process, keep in mind that there is no commitment from you until we agree to work together to secure your financial independence.
In this 15-minute conversation, we'll get to know one another, discussing your goals and our process.
Information Gathering & Analysis
We ask you to provide your priorities and values to help us as we seek opportunities to improve your financial position.
Executive Summary Meeting
We analyze your goals, provide you with our findings and answer any questions you may have.
*We take your privacy seriously and will not share or spam your email.
Client Success Stories
Robert’s employer was acquired by a private equity firm.
Mark is an IT Employee at a major public company.
James was offered a new position.
Emma’s employer was acquired.