Owning shares in your employer's company 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 receive RSUs, ISOs, NQSOs, founder's stock, or even ESOP shares Nicholas can help you create a plan that connects this compensation with what matters most to you. 

Key considerations will 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 preliminary meeting at a time that works for you. 


And of course, 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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