Working Together
As a client of ours, we will work with you on an ongoing basis to oversee your investments, provide guidance through your financial decisions, and help you recalibrate to new circumstances. Our expertise covers the entire gamut of stock compensation, and we will continually advise you through a thorough review of your options. Our approach always considers the “what-ifs?” as we seek to create a strategy in alignment with your goals.
What to Expect
Continual Adjustments
Including quarterly reviews to determine if and when shares should be exercised as we balance risks, leverage, & goal attainment
Tax Planning
Alongside stock compensation to maximize after-tax results
Stock Concentration Management
In individual company risk using all available tools
Charitable Planning Strategizing
To maximize impact of giving through tax-smart strategies
Asset Protection Strategies
To safeguard your assets through a variety of tailored solutions
Ongoing Guidance
On all topics, from navigating sudden wealth to considering a potential change of employers