Investment Management Services
A demanding career often comes with a compensation package to match: equity and stock options, deferred pay, bonuses, and benefits complex enough to need a plan of their own.
We help executives and established professionals turn that complexity into strategy, balancing growth, tax efficiency, and diversification so every decision moves you deliberately toward what matters next.
the whole picture
Equity, deferred pay, and benefits do not sit still, and each choice affects the others. These are the areas we bring together and keep in view.
Restricted stock, options, and purchase plans each vest, exercise, and tax differently, and the calendar rarely lines up with the rest of your life. We help you decide with intention: when to exercise, when to sell, and how to keep the tax from making the choice for you.
Success often leaves a large share of your net worth tied to a single company. We plan the path to diversifying it deliberately, weighing the tax cost of selling against the risk of staying concentrated in one stock.
Nonqualified deferred compensation asks for elections years in advance and pays out on a fixed schedule, and it remains an unsecured claim on your employer until it does. We help you weigh how much to defer, and put the wider benefits package to full use.
High income, made uneven by bonuses and equity events, rewards planning that looks across years rather than one filing season at a time. We use timing and structure to reduce the drag, and to keep an equity windfall from becoming a tax surprise.
Salary, bonus, equity, deferred pay, and benefits are far easier to manage as one plan than as five separate ones. We bring them together, so a decision in any one of them accounts for its effect on the rest.
The point of the effort is usually a moment when continuing becomes a choice rather than a requirement. We plan toward it, and around the transitions that arrive along the way: a new role, a relocation, a decision to step back.
A first conversation is a place to begin: to understand where things stand, talk through what matters to you, and see what it looks like to have someone thinking a few steps ahead on your behalf.
This material is for informational and educational purposes only and should not be construed as personalized investment, legal, or tax advice. Equity compensation, deferred compensation, and tax strategies depend on your specific plan documents and circumstances and should be reviewed with qualified legal and tax counsel. Advisory services offered through Finivi Inc., an SEC Registered Investment Advisor.