Equity Compensation Planning
Turn Your Stock Compensation Into Long-Term Wealth
If you receive RSUs, stock options, or employee stock purchase plan (ESPP) shares, etc, your compensation may be worth hundreds of thousands—or even millions—over time.
But without careful planning, you may face:
- Large unexpected tax bills
- Overconcentration in employer stock
- Poor timing of stock sales
- Missed tax strategies
Our Equity Compensation Planning service helps professionals in Texas convert complex
stock compensation into a clear, tax-efficient financial strategy.
What We Help You With
This service is designed for professionals who receive:
- Restricted Stock Units (RSUs)
- Incentive Stock Options (ISOs)
- Non-Qualified Stock Options (NQSOs)
- Employee Stock Purchase Plans (ESPPs)
- Startup equity or pre-IPO stock grants
Many of our clients are technology professionals, executives, engineers, and business leaders.
How We Work
Tax Planning
Understand when your equity compensation is taxed and how to reduce unnecessary taxes.
Vesting Strategy
Plan ahead for vesting events to avoid surprise tax bills.
Diversification
Reduce risk from holding too much employer stock.
Stock Option Strategy
Evaluate when to exercise options and how to maximize after-tax outcomes.
Integrated Wealth Planning
Coordinate equity compensation with your overall investment and retirement plan.
Schedule a Complimentary Consultation
If you receive stock compensation and want to make smarter decisions about it, we invite you to schedule a brief consultation.
In this 20-minute Zoom meeting we will:
- Review your equity compensation situation
- Identify potential tax planning opportunities
- Discuss strategies for managing employer stock risk
Innovator Wealth Advisor
Serving professionals across Texas including Austin, Georgetown, and Round Rock