EquityFTW
We are experts at helping people manage and make plans for their equity compensation. We work with people from both public and private companies and will even present to companies (Netflix) since we're not the typical advisor trying to gather assets.
Because we’re Advice-Only, we focus on educating and empowering our clients to make smart decisions.
Odds are good that you don’t need helping managing your own investments, but you might want help in other areas.
Clients typically hire us because they want to ensure they’re properly optimizing their investments, to get a sanity check on their thinking, to find ways to save on taxes, to get help on a big decision, and to check for blind spots.
Most of our clients are at Nvidia, Apple, Spotify, Stripe, and SpaceX, but we have clients at any major company you can think of.
You're welcome to read our articles on how to avoid taxes on RSUs, should you sell RSUs at vest, and how much company stock is too much. It should give you a flavor of how we educate and explain things simply.
