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Beyond Benefits

Getting more out of your equity compensation plan.

THE DETAILS

MATTER

Your plan has its own unique rules, tax implications, and liquidity considerations. We specialize in equity compensation and can help you navigate the complexities of your plan.

TALK TO AN EXPERT

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 benefits into your financial plan is more than just about upside, it's essential to ensuring you don't leave money on the table.

Build Your Action Plan

Timing matters when it comes to your equity. When were shares received? When can you exercise or sell? An action plan built around your equity can help you meet your financial milestones while avoiding costly mistakes.

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.

DOES YOUR EMPLOYER EQUITY MAKE UP A MEANINGFUL
PORTION OF YOUR PORTFOLIO?

 

LEARN HOW TO REDUCE YOUR CONCENTRATION RISK.

SCHEDULE A CONSULTATION

LATEST INSIGHTS

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

TAKE CONTROL OF YOUR EQUITY COMPENSATION

Equity Compensation