What should you do with your employer stock?

Owning equity in your employer can be a powerful path to wealth. This form of compensation produces an expanded set of opportunities, as well as a unique set of challenges.


Whether you have RSUs, ISOs, NQSOs, founder's shares, or an ESOP, Nicholas can help you create a plan that connects these assets with what matters most to you. 

Key considerations include:

  • When you should sell shares

  • When to exercise your options

  • How to minimize tax consequences

  • Unique paths to financial independence


Click here to schedule a first meeting at a time that works for you. 


Nicholas is a fee-only fiduciary. This means he must act in the best interests of each clients, and receives no outside compensation or kickbacks that would diminish the integrity of his advice. 

Interested in Learning More?
Schedule an Introduction Call 

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