Smart decisions with complex compensation
We help Gen X professionals, realtors, and high-income families earning $250K+ create structure around inconsistent cash flow, proactive tax planning, intentional wealth-building, and charitable strategies.
What we hear from executives
Equity comp is confusing
RSUs vesting, ISOs to exercise, ESPP windows — and no clear strategy across them.
Concentrated stock risk
A growing percentage of your net worth is tied to one company's stock price.
Deferred comp decisions
Election windows close fast and the trade-offs are hard to model alone.
Tax bracket pressure
AMT, NIIT, and surtaxes — the rules feel designed to surprise you.
Retirement income picture
401(k), deferred comp distributions, equity proceeds — how do they coordinate?
No time to plan
You need a partner who handles the analysis and brings you decisions, not homework.
What we work on together
Equity compensation strategy
RSU sell-to-cover, ISO/NQSO exercise planning, ESPP optimization, and AMT modeling.
Concentrated stock & diversification
Rule 10b5-1 plans, charitable strategies, and gradual diversification.
Deferred comp elections
Modeling distribution schedules against future tax rates and life plans.
Tax planning
Multi-year projections, charitable bunching, and Roth conversion analysis.
Investment management
Coordinated portfolios across taxable, retirement, and equity accounts.
Estate & legacy planning
Trusts, beneficiary coordination, and giving strategies that match your values.
Bring clarity to the complex parts of your compensation
Schedule a complimentary introductory conversation. We'll review what you're working with and help you decide if we're the right fit.
Schedule a Conversation