financial advisors for equity compensation
When the rewards come your way, it pays to be prepared.
put your equity to work
Are you a tech worker, executive, or an employee with substantial equity compensation? Understanding the complexities of equity compensation, especially the tax implications and the best strategies for managing your stock positions, can be intimidating.
As financial advisors for equity compensation with years of knowledge helping professionals like you, we understand your unique challenges and concerns. Our skills lie in providing personalized, tax-efficient solutions tailored to your specific needs.
- Are your options or restricted stock units (RSUs) vesting soon?
- Is your company eyeing a liquidity event with an IPO or merger/acquisition?
No matter where you are in the process, we can help you clarify your equity compensation plan situation, walk you through various stock options, show you how to best save on taxes, and make recommendations to confidently move forward.
the right equity compensation services for you
EVALUATING YOUR RISK AND REWARDS
You’ve worked hard and been rewarded for it. Now, it’s time to maximize the value of the equity you’ve earned. After all, equity isn’t just a fringe benefit— it’s a critical component of your financial portfolio. As such, it requires strategic management.
We’re here to guide you toward solutions that work for you:
You will be able to understand the intricate details of your equity awards, whether they’re RSUs, employee stock purchase plans (ESPPs), incentive stock options, or another form of compensation.
Understanding your plan
You’ve earned a valuable asset in your equity, and liquidating it can lead to a substantial financial windfall. By carefully evaluating the tax implications, we help you liquidate your equity in the most tax-efficient way possible.
Freedom to Pursue Your Dreams
Beyond simply evaluating your equity compensation, a financial advisor from Team Hewins can help you incorporate it into a broader financial planning strategy designed to help you reach your personal goals.
Aligning with personal goals
Whether you’re a senior-level employee at a growing startup or an executive at an established company, our financial advisors can provide the insight and advice you need.
Confused about the difference between a financial advisor and a tax professional? We can help you understand the unique roles each plays in your financial wellbeing and connect you with the right resources at every stage.
Identify and evaluate equity events
TURN YOUR COMPANY STOCK INTO THE FUTURE YOU ENVISION
No matter your questions, and especially if you are unfamiliar with equity compensation, we’re here to listen and provide recommendations based on your personal situation.
Here are common questions we receive about equity compensation plans:
EQUITY COMP 101
- How does equity compensation work?
- What is the standard equity compensation?
- Should I accept equity compensation?
- What is the difference between cash and equity compensation?
TERMS
- What are the terms of my stock agreement/contract?
- When should I exercise my options and/or sell my stock?
TAXES
- What kinds of taxes will I pay after an equity event, and how much?
- How can I reduce my tax liability and increase my net proceeds?
RISKS
- What are the risks of the different actions I can take?
PLANS
- How can my equity help me realize my current and future goals?
- How does it fit into my overall financial picture?
TIMING
- When is the best time to exercise my options or sell my stock?
- Should I exercise right now, or wait until the next tax year?
DIVERSIFICATION
- What are the benefits of diversifying my equity holdings, and how can I do so most effectively?
Whatever questions you have about equity compensation, a financial advisor at Team Hewins will provide answers.
Our goal is to give you a clear understanding of your available options so you can feel confident in taking the next steps.
let’s team up to achieve your short and long-term goals
THE POWER OF TEAMWORK
If you haven’t yet thought much about long-term financial goals, now’s a great time to start.
We’ll help you identify your personal goals, craft a custom strategy to help you achieve them, and be there for you every step of the way to make your vision a reality.
equity compensation planning by certified professionals
CRAFTING YOUR COMPREHENSIVE FINANCIAL PLAN
The right financial plan will account for much more than just equity compensation— and financial advisors at Team Hewins recognize that. Our proprietary Smart Life Planning process looks at both the big picture and all of the details that make up your unique financial profile.
how our equity compensation financial advisors can benefit you
BEYOND EQUITY COMPENSATION
- Equity compensation
- Wealth management
- Investment planning
- Tax planning
- Asset protection
- Estate planning
why trust Team Hewins with your equity compensation strategy?
We’ll help you put all the puzzle pieces together. We know you’ve worked hard to earn your equity compensation— now, it’s time for your equity to work for you. Team Hewins offers:
- Experience: Collectively, we have decades of experience working with equity compensation. We leverage that knowledge to navigate complex scenarios and optimize your equity’s potential.
- Personalized Strategy: Every person has their own particular financial situation. That’s why Team Hewins crafts financial plans that are tailored to each individual.
- Holistic Approach: When it comes to equity compensation, financial advisors at Team Hewins look at it as part of the whole. We’ll ensure that your equity compensation complements your overall financial plan.
our role throughout the process
TEAMWORK WORKS
→ In-depth analyses of your current equity holdings and financial modeling to help you visualize the impact of different decisions.
If you want to know more about vesting schedules, the tax implications of stock compensation, 83(b)/83(i) elections, or financial planning for company stock and equity overall, feel free to book time with one of our financial advisors who specializes in equity management.
speak to our team
about your equity compensation today
Ready to take control of your financial future? Team Hewins is here for you.
When strategizing around equity compensation, a financial advisor is your best resource. So, if you have any specific questions, or would like to learn more about the services Team Hewins offers, please reach out. We’ll be happy to talk with you even before you sign on the dotted line.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions