WEALTH MANAGEMENT STRATEGIES
An effective investment portfolio strategy is more than simply investing your money in stocks and bonds. Depending on your unique goals, needs and circumstances, we work with you to identify strategic opportunities to create a fully integrated wealth management portfolio that combines both financial planning and estate planning.
STOCK
OPTIONS
If your compensation includes stock options, we can work with you to develop an optimal exercise strategy. Options can be complicated and sometimes difficult to understand but we have an extensive background in the different types of stock option awards.
There are 5 different options compensation plans:
-
Stock Options
-
Restricted Stock Units
-
Stock Appreciation Rights
-
Phantom Stock
-
Employee Stock Purchase Plans
Each has its own characteristics and may benefit from different tax strategies. Depending on your financial situation and outlook, we can help guide you through the most effective strategy.