Employer Stock Awards

Employers often award stock options, restricted stock, and other forms of stock-based compensation to align the interests of their employees with the success of the company. For many employees, these awards are complex and may represent a substantial portion of their overall wealth.

How we can help you

We will help you understand your stock awards in the context of your overall financial plan.

Stock awards impact your income taxes, investment strategy, cashflow and estate plan. We will bring it all together for you as we collaborate to build a plan for these awards specifically tailored to your goals.

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