Your Guide to Financial Wellness
Your equity compensation plays a critical role in your financial trajectory.
Through our services, we can help you…
- Avoid unexpected income tax
- Strike a balance between taking & managing risk
- Incorporate equity into a financial plan
- Strategically plan out the selling of stock
- Manage the tax implications of an exercise or sale
We’ll consider your compensation in the context of your finances as a whole—developing a comprehensive strategy aligned with your goals through the following services:
Together we’ll develop a portfolio in alignment with your risk tolerance and goals. On an ongoing basis, we will manage your investments and make changes as necessary.
From your family’s lifestyle goals to charitable wishes, we’ll build a plan founded on your values and your vision for the future.
Equity Compensation Management
After we’ve ascertained the best way to structure your equity compensation, we’ll review and make adjustments as your personal and career circumstances change.