Who We Serve
Executives
Your wealth is tied to your employer. Untangle it wisely.
Equity compensation concentrates your wealth in one company - the same one that pays your salary. We help executives manage RSUs, options, and deferred compensation with tax-efficient diversification strategies designed around your restrictions and your goals.
How we help
Services & solutions for executives.
Equity compensation planning: RSUs, stock options, and ESPP strategy
Concentrated employer-stock diversification, including 10b5-1 plan coordination
Deferred compensation elections and distribution planning
Multi-year tax planning around vesting events and exercise windows
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A short, no-obligation conversation is the best way to see how our independent, fee-only advice fits your situation.
Schedule a Conversation