Stock Options & Executive Compensation

With the stakes so high, having a trusted advisor to help you create a plan and understand the complexities of your stock-based compensation is key.

Our team assists corporate executives, start-up companies, and others through all phases of the stock-based compensation process from learning more about your company-specific program after an initial grant to developing a plan during a major wealth creation event.

Our goal is to help you leverage the opportunity, aim at reducing associated taxes, and incorporate them into your holistic financial plan.