Frequently Asked Questions
(FAQs)
What does your firm specialize in?
We help executives and senior professionals unlock their golden handcuffs - stock options, RSUs, and other equity-based pay, so they can confidently plan their exit, reduce taxes, and build lasting wealth.
Who do you work with?
Our clients are typically VP, Director, and senior-level professionals with $2–5M+ in assets or company equity who are preparing for a corporate exit, early retirement, or transition into consulting.
What are golden handcuffs, and why do they matter?
Golden handcuffs are compensation packages that make it financially difficult to leave a company like stock grants, bonuses, or deferred pay. Without planning, they can trap you in a job longer than you want. With the right strategy, they can become the foundation of your independence.
How are you different from other financial advisors?
Most advisors focus on general retirement or investments. We specialize in corporate exit planning, combining equity compensation expertise with proactive tax strategies. Our clients don’t want to just “save for retirement”, they unlock their freedom sooner.
What fees do you charge?
We are a fee-only firm, which means no commissions or hidden incentives. Most clients engage us for ongoing wealth management, which includes investment management and tax planning. We also offer project based corporate exit plans. You can review our services and fees on the What We Do page of our site.
Do you only work with local clients?
No. Our offices are based in North Carolina and Connecticut and serve clients in Boston and other tech hubs, we work virtually with clients nationwide.
