Want to brainstorm what a plan could look like for your position? Let's take 30 minutes to talk through your options for tax-efficient moves. No sales pitch and no prep needed.
Want to brainstorm what a plan could look like for your position? Let's take 30 minutes to talk through your options for tax-efficient moves. No sales pitch and no prep needed.
Want to brainstorm what a plan could look like for your position? Let's take 30 minutes to talk through your options for tax-efficient moves. No sales pitch and no prep needed.
Sound Familiar?
You Know the Risk. But You're Struggling With What to Do About It.
Your company stock has made you wealthy. It's exciting. And it can also leave you feeling stuck. Let's brainstorm how to make smart moves.
Your portfolio swings with one ticker
A 20% drop in one stock might mean a 20% drop in your net worth. That's a pretty big bet.
Selling triggers a massive tax bill
You want to diversify, but the capital gains tax feels like a punishment for doing the right thing.
So you just...do nothing
You keep meaning to figure it out. But the complexity feels paralyzing, so another quarter goes by.
Most advisors don't specialize in this
You've talked to advisors who want to "manage your portfolio" but offer big-box strategies without a personal diversification strategy
Sound Familiar?
You Know the Risk. But You're Struggling With What to Do About It.
Your company stock has made you wealthy. It's exciting. And it can also leave you feeling stuck. Let's brainstorm how to make smart moves.
Your portfolio swings with one ticker
A 20% drop in one stock might mean a 20% drop in your net worth. That's a pretty big bet.
Selling triggers a massive tax bill
You want to diversify, but the capital gains tax feels like a punishment for doing the right thing.
So you just...do nothing
You keep meaning to figure it out. But the complexity feels paralyzing, so another quarter goes by.
Most advisors don't specialize in this
You've talked to advisors who want to "manage your portfolio" but offer big-box strategies without a personal diversification strategy
Sound Familiar?
You Know the Risk. But You're Struggling With What to Do About It.
Your company stock has made you wealthy. It's exciting. And it can also leave you feeling stuck. Let's brainstorm how to make smart moves.
Your portfolio swings with one ticker
A 20% drop in one stock might mean a 20% drop in your net worth. That's a pretty big bet.
Selling triggers a massive tax bill
You want to diversify, but the capital gains tax feels like a punishment for doing the right thing.
So you just...do nothing
You keep meaning to figure it out. But the complexity feels paralyzing, so another quarter goes by.
Most advisors don't specialize in this
You've talked to advisors who want to "manage your portfolio" but offer big-box strategies without a personal diversification strategy
Our Approach
A Real Plan — Not Just "Sell and Diversify"
We build multi-year strategies to unwind concentrated positions while minimizing taxes, managing risk, and aligning with your family's actual life goals.
01
Understand your full picture
We map out your equity position, vesting schedule, cost basis, tax situation, and what you actually want your life to look like.
02
Build a tax-smart diversification plan
We model out scenarios — how much to sell, when, and how to offset gains. This isn't a one-time trade. It's a multi-year strategy designed around your tax brackets and income.
03
Manage risk along the way
While we're diversifying, we can use strategies like hedging, charitable giving, or exchange funds to protect your downside without triggering unnecessary taxes.
04
Execute and adjust over time
Markets change. Life changes. We revisit the plan regularly and adjust as your situation evolves — whether that's new equity grants, a job change, or a shift in goals.
Our Approach
A Real Plan — Not Just "Sell and Diversify"
We build multi-year strategies to unwind concentrated positions while minimizing taxes, managing risk, and aligning with your family's actual life goals.
01
Understand your full picture
We map out your equity position, vesting schedule, cost basis, tax situation, and what you actually want your life to look like.
02
Build a tax-smart diversification plan
We model out scenarios — how much to sell, when, and how to offset gains. This isn't a one-time trade. It's a multi-year strategy designed around your tax brackets and income.
03
Manage risk along the way
While we're diversifying, we can use strategies like hedging, charitable giving, or exchange funds to protect your downside without triggering unnecessary taxes.
04
Execute and adjust over time
Markets change. Life changes. We revisit the plan regularly and adjust as your situation evolves — whether that's new equity grants, a job change, or a shift in goals.
Our Approach
A Real Plan — Not Just "Sell and Diversify"
We build multi-year strategies to unwind concentrated positions while minimizing taxes, managing risk, and aligning with your family's actual life goals.
01
Understand your full picture
We map out your equity position, vesting schedule, cost basis, tax situation, and what you actually want your life to look like.
02
Build a tax-smart diversification plan
We model out scenarios — how much to sell, when, and how to offset gains. This isn't a one-time trade. It's a multi-year strategy designed around your tax brackets and income.
03
Manage risk along the way
While we're diversifying, we can use strategies like hedging, charitable giving, or exchange funds to protect your downside without triggering unnecessary taxes.
04
Execute and adjust over time
Markets change. Life changes. We revisit the plan regularly and adjust as your situation evolves — whether that's new equity grants, a job change, or a shift in goals.
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Feeling stuck in your job? It could be your complicated compensation package, but it also could be where you live, your family or even how you view yourself.
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A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.
Tied Up in Knots Over a Concentrated Stock Position? This Strategy Will Help You Unravel
If you've built significant wealth through stock in a single company, deciding your next move could have you petrified. This decision-making framework will help you get unstuck.
Ready to Build a Plan for Your Concentrated Position?
Book a free consultation. We'll talk through your situation, your concerns, and whether we're the right fit — no pressure, no pitch.
Ready to Build a Plan for Your Concentrated Position?
Book a free consultation. We'll talk through your situation, your concerns, and whether we're the right fit — no pressure, no pitch.
Ready to Build a Plan for Your Concentrated Position?
Book a free consultation. We'll talk through your situation, your concerns, and whether we're the right fit — no pressure, no pitch.