Planning for equity compensation

We are skilled at helping you understand your equity compensation and strategies aimed at creating wealth! Equity compensation can be difficult to understand including:

  • Overview of taxes involved
  • Understanding how your equity vests
  • What to do once you’ve received company stock

We work with you to look into and consider how your equity compensation factors into you financial plan. If you have one of the plans below, we can help

  • Incentive Stock Options (ISO’s)
  • Employee Stock Purchase Plans (ESPP’s)
  • Restricted Stock Units (RSU’s)
  • NonQualified Stock Options (NSO’s)
  • Stock Appreciation Rights (SAR’s)

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Matt Jackson, CFP®

Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

480-609-4902
Email | |

Latest Insights

Chess

Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more