Henry spent over a decade in the tech industry advising executives at some of the nation's largest companies. He knows firsthand the financial complexity that RSUs, options, and concentrated positions create — and exactly how to navigate it.
This isn't a sideline for us. It's a specialty.
We model the tax impact of every vesting event and help you decide when to sell, hold, or diversify — before it's too late.
Exercise timing, AMT exposure, and early-stage equity strategy — in plain English, before your options expire.
Too much wealth in one stock? We have strategies to reduce risk without triggering a massive tax bill.
We help you maximize your employee stock purchase plan and integrate it into your bigger financial picture.
A 30-minute call is free. Bring your most recent vesting schedule and we'll show you what a real plan looks like.