We work with employees with equity from leading companies.
Your most important financial decisions are happening now
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
And your equity may be your ticket to financial independence
Getting your equity right can unlock new financial possibilities
Your goals may be closer than you think.
How we help
Client stories
We want to know if I should sell shares during my company's tender offer
Tech Program Manager & Physicians AssistantRecently Married
We want to know how to navigate my company’s IPO and what to do with our financial windfall
COO and PhysicianMarried with young children
We want to avoid tax surprises and negotiate more equity compensation for a new job
Enterprise Sales LeadersMarried with a newborn
I want to know if and when to exercise my stock options (my company’s 409A dropped)
Senior Software EngineerSingle
What we offer
Whether you need guidance for what to do with your equity right now, or ongoing financial advice and investment management, we've got you covered.
Stock Option & Equity AdviceWealth Management
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.
Stock Option & Equity Advice
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.
Wealth Management
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.