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:
Equity compensation affects the entirety of your financial life. Here are some ways we can help you manage it all.
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:
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.
Ready to start a conversation about how we can help you navigate equity compensation as your financial advisor?