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Beyond Benefits

Getting you more out of your equity compensation plan.

Experts in Employer Equity

Our experienced advisors specialize in all forms of equity compensation and can help you navigate the complexities of your company’s equity plan. 

Discuss Your Company Stock

Non-Qualified Stock Options

Incentive Stock Options

Restricted Stock / RSU

Employee Stock Purchase Plans

Stock Appreciation Rights

OUR APPROACH

INTEGRATE YOUR EQUITY

As the potential cornerstone of your wealth, integrating your equity compensation into your financial plan is essential to realizing your goals and ensuring value isn't left on the table.

Monitoring & Planning

Timing and terms matter when it comes to your equity. To help you avoid costly mistakes and put your equity into action, our advisors provide ongoing monitoring while keeping you informed of key milestones and opportunities along the way. 

Manage Your Risk

While it may be exciting to watch your equity grow, it's important to prudently manage your concentration risk to avoid having your equity represent a disproportionate percentage of your net worth.

IS THE MAJORITY OF YOUR WEALTH TIED TO COMPANY STOCK?

 

WE CAN HELP REDUCE YOUR RISK

EXPLORE YOUR OPTIONS

LATEST INSIGHTS

Answers, advice, and education on the topics affecting your wealth

TAKE CONTROL OF YOUR EQUITY COMPENSATION

Equity Compensation