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
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.