Vesting events create taxable income whether you sell or not. We model the timing and withholding approach that reduces your exposure and aligns with your broader financial picture.
Holding too much of one stock puts you at unnecessary risk. We build a disciplined diversification strategy that reduces your exposure without triggering an unnecessary tax event.
We actively manage your portfolio to offset realized gains throughout the year, not just at tax time, so your investment strategy and tax strategy work towards the same goal.
Your stock compensation isn't your only financial asset. We connect it to your income, savings, and goals so every investment decision we make works towards your broader financial goals.
We're tech compensation experts
We understand the nuances and complexity of a tech equity compensation package and have spent the last 8 years developing strategies that help our clients keep more of what they earn
Fee only and fiduciary
We don't sell products or earn commissions and are legally obligated to act in your best interest. Nothing other than your success influences our advice
Small client roster, by design
We work with a limited number of clients; not to be exclusive, but to give you the support you need
We build every strategy around your needs, taking the time to understand your full picture before building, implementing, and monitoring our strategy that evolves as your situation changes.
We review your equity, tax situation, and financial goals before making any recommendations.
We walk you through multiple scenarios that highlight the trade-offs between tax exposure and diversification.
We build and execute the strategy with you, from first to final equity sale.
We review your plan with you regularly and adjust as your situation evolves.
Victoria is a software engineering manager in San Francisco who sat on a significant ISO position. She wanted to use her stock to purchase a home, but she didn't know how to liquidate her position without major tax implications. We modeled the trade-offs between tax exposure and upside retention, helped her exercise and diversify strategically, and structured a box spread that helped finance the purchase of her home while also increasing her net worth.
We have received dozens of 5-star Google reviews from clients in the Bay Area and nationwide who came to us with the same questions you have
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