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. 

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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. 

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