Stock options, RSUs, and deferred comp create real wealth and real risk. Managing them well is its own discipline.
Schedule a Strategy SessionExecutive compensation is a different game: vesting schedules, concentrated stock positions, alternative minimum tax exposure, and deferred-comp elections that lock in for years. We build a plan that diversifies concentrated risk responsibly, times equity decisions for tax efficiency, and integrates it all with your retirement and estate strategy. You get an advisor who understands the instruments and keeps the whole picture coordinated.
Concentrated positions create outsized risk: your career and a large share of your net worth ride on one company. We diversify responsibly and tax-efficiently rather than all at once, balancing risk reduction against the tax cost of selling.
They are taxed differently from each other and from ordinary salary, and the timing of decisions matters a great deal, including potential alternative minimum tax on certain options. We coordinate equity decisions with your overall tax plan.
Yes. Deferred-comp elections can lock in for years and carry real risk and tax consequences, so we plan them as part of your full picture rather than in isolation.
Schedule your complimentary Impact Call. We will talk about what you are actually solving for, and whether we can help you get there.
Schedule Your Impact CallOr call (317) 969-7499