The situation you’re in
Sound familiar?
- A large share of your net worth sits in a single company’s stock.
- RSUs and options create tax bills you didn’t plan for.
- You’re not sure when — or whether — to sell and diversify.
How we help
A plan built for exactly this.
A strategy around your vesting schedule
We plan around your RSU and option vesting so taxes and concentration risk are managed on purpose, not by accident.
What is concentrated stock? →Tax-aware diversification
Reducing concentration over time without an avoidable capital-gains bill, coordinated with the rest of your portfolio.
What is tax-loss harvesting? →Integrated with your whole plan
Equity compensation is one input into a plan that also covers retirement, real estate, and legacy.