Work With Us

Fully integrated financial planning, tax planning, and investment management for anyone with equity compensation.

Who We Can Best Serve

We love working together with the right people to appropriately integrate their equity compensation into their overall financial & tax plan and investment strategy. We find the clients who succeed the most when partnering with us:

Have Big Decisions
Our clients often have important decisions to make on their financial plan and equity compensation
Value Professional Advice
Our clients seek and value professional advice from an experienced financial planning team
Feel Motivated
Our clients are willing and motivated to make informed and educated decisions based on personal facts and circumstances
Seek Process
Our clients are committed to a financial planning process and understand that financial planning is not an event
Look to Partner
Our clients want to succeed by outsourcing complex financial and investment functions to their team of advisors

How Our Team Can Help

Equity compensation affects the entirety of your financial life. Here are some ways we can help you manage it all.

Equity compensation is confusing and complex
Get an experienced advisor who can explain what you have and what to do about it
Avoiding the burden of unexpected income tax
We can help you develop a plan to exercise, hold, and sell stock that considers potential income tax, sale proceeds, and after-tax savings
Potentially missing out on the upside of company stock, and managing the concentration risk that comes with owning too much of one stock
Your plan will account for your goals and objectives, overall investment profile, and net worth to strike a suitable balance between selling or holding shares
Managing the cash flows and tax obligations from an exercise or sale of stock
We’ll create an investment strategy that is designed to make the most of after-tax proceeds from sales of shares
Integrating equity into a comprehensive financial plan
With professional guidance and advice, you can properly manage the complexity of your equity compensation and integrate an action plan into your overall personal financial planning goals and objectives.

Our Process

While equity compensation adds complexity to your financial profile, we can help you understand it, identify your options for action, and give you a strategic plan to use going forward.

Here’s how we do it:

1
Understand you and what you want to accomplish
We begin by learning more about you - your priorities, your goals for the future, and your current financial situation - so that we can build a completely customized plan tailored to your specific circumstances.
2
Review and analyze your financial facts
We do an internal review of all your key documents and previous equity activity, as well as review your non equity assets to gain a full scope of your finances. This positions us to make informed recommendations for your plan.
3
Build the framework for your strategy
We use your details and facts to understand your cash flows, income tax, investments, and more. This allows us to identify a clear starting line, from which we can chart an accurate course to where you want to go.
4
Evaluate the options
We illustrate a range of future outcomes for you. Together, we’ll evaluate the pros and cons of any particular strategy.
5
Select a path forward
Our team will help you make a decision on which plan will best serve you in reaching your goals, and we’ll make recommendations on how to get started and maintain your path over time.
6
Implement, monitor, update, and repeat
The world changes, and so do stock prices, tax laws, market performance, and personal financial goals and objectives. Through it all, our team is there for you when you need support, a review of what’s next, or further guidance based on shifting financial landscapes.

Why Work With Us

SimoneZajac WMG is a boutique wealth management firm that specializes in equity compensation. We provide fully customized financial plans and investment solutions that integrate your equity compensation.

We have direct experience with both public and privately held company stock and we have Certified Public Accountants and Enrolled Agents on staff.

Richard A. Zajac, CFP®, CPA
The resident CPA, Rick's calming presence keeps the ship straight - Even as he watches his kids run the business
Daniel Zajac, CFP®, EA
Lead equity compensation enthusiast - Daniel likes all things equity compensation, probably too much
Ben Zajac, CFP®, CIMA®
Chief People Person - Ben likes people, and fortunately for us, people like him too

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