Equity Compensation Planning Built Around Your Career
RSUs, stock options, and vesting schedules all bring decisions that go beyond a single tax return. Timing carries real weight. Concentration risk carries real weight too. So does the life you're building outside the company. We plan for all of it.
schedule a ConsultationOur Philosophy
A plan for your equity compensation should answer real questions, not simply generate projections.
Most advisors will tell you they handle equity compensation. What that usually means is a spreadsheet showing your vesting schedule and a reminder to talk to your tax preparer in April. That is not planning. That is paperwork with a deadline attached. We do it differently. We start with your full financial picture, then work through the decisions that come with RSUs, options, and concentrated stock. The equity matters, but it is one part of a longer plan. The goal is a career that funds a life beyond the company. A tax exposure you can anticipate. A portfolio that does not depend on one employer.
Diversify
Reducing concentrated stock risk while managing the tax impact of each decision.
Time
Coordinating exercise, sale, and diversification decisions around vesting dates, blackout windows, and tax brackets.
Protect
Structuring equity decisions to support long-term financial security beyond your current role.
What We Deliver.
RSU & Stock Option Planning
Strategies built around vesting schedules, exercise timing, and the tax impact of each choice.
Concentration Risk Management
Reducing single-stock risk in a way designed to manage the tax consequences that come with it.
Tax
Strategy
Forward-looking planning around AMT exposure, capital gains, and other equity-related tax events.
10b5-1 Plan Coordination
Structured selling plans designed to support compliance and reduce timing risk.
Cash Flow &
Liquidity Planning
Structuring near-term liquidity needs around vesting schedules and blackout periods.
Long-Term Financial Planning
Integrated planning built to adapt through career changes and shifting market environments.
The Real Investment Advice
Insights built for corporate executives
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