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

London skyline

One year in: The Labour Party’s report card

Jul 10, 2025 | Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Read more