Maximizing Your Equity Compensation Potential
Strategic planning to optimize your equity compensation and support your wealth-building goals.
Unlocking the Full Value of Your Equity Compensation
Equity compensation can be a powerful tool for wealth building, but it requires a strategic approach to maximize its potential benefits. Our team provides guidance on managing stock options, restricted stock units (RSUs), and other equity awards to align with your financial goals. Our approach considers value optimization, tax implications, risk management, and liquidity to support your overall financial objectives.
Understanding when to exercise stock options is crucial to maximizing their value. We help you develop a strategy that considers market conditions, tax implications, and your long-term goals to optimize both timing and return.
RSUs come with unique tax considerations. Our advisors provide guidance on planning around vesting schedules, understanding income tax implications, and implementing diversification strategies to align with your financial goals.
Concentrated equity positions can involve significant risk. We provide guidance to help you develop a diversification plan aimed at balancing your portfolio, managing risk, and aligning your equity compensation with a comprehensive financial strategy.
Comprehensive solutions for business owners & entrepreneurs
At Perspective Wealth Advisors, we offer a comprehensive approach to financial planning that integrates wealth, tax, and estate planning. Our team of experts will work with you to create a personalized strategy that aligns with your goals.
Discover an Empowered Perspective on Wealth.
Schedule a 15-minute phone call today.