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

Please fill in all the mandatory fields. 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 form.

*Required fields

Matt Jackson, CFP®

Vice President - Financial Advisor, Senior Portfolio Manager

480-609-4902
Email |

Latest Insights

Climber scaling cliff

The Unstoppables

Jun 15, 2026 | Jim Allworth, Frederique Carrier, and Kelly Bogdanova

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.

Read more