At Amplius Wealth, we understand that your equity awards and compensation packages are key components of the wealth you’ve worked hard to build. We are intimately aware of the various tax rules and strategies to consider for optimizing these awards, to ultimately maximize your wealth and long-term financial success.
Often, these plans are complex, and can be challenging to understand, juggle, and proactively manage, which is where we come in. Our team provides an educational and proactive framework to review, track, and ultimately transact on the various components of your compensation. We believe in a principled strategy that considers the most sustainable, repeatable, and risk-managed outcomes. We also find much of our value exists in acknowledging behavioral factors that can weigh on making difficult decisions. We seek to diagnose and alleviate pain points that could derail long-term success, in light of your goals and plan.
Managing equity awards effectively is crucial for optimizing your financial portfolio. We have deep knowledge of the tax framework, governing rules, and interplay of the following common types of compensation plans and strategies:
Our team knows that tax optimization is crucial when it comes to managing your executive compensation. That’s why we craft custom tax strategies to help you minimize the tax impact of your stock options and equity awards. We analyze multiple scenarios to transact on your equity awards, weighing risk factors, tax implications, and overall planning to create the most optimal execution plan.
Our framework provides an approach to your equity compensation by following three rules: (i) what percentage of your current net worth is concentrated in your employer’s stock? (ii) what should your target be? And (iii) how do we most tax efficiently reach that target, and over what time frame?
Preparing for liquidity events—such as stock sales, mergers, or acquisitions—is vital for realizing the value of your stock awards. Our comprehensive approach includes thorough planning and analysis, assisting you in evaluating options, understanding market dynamics, and developing a strategic exit plan.
We aim to ensure you transition smoothly into the next phase of your financial journey, capitalizing on your equity compensation to achieve your goals.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.
Bespoke Advice. Amplified Experience.
Fiduciary Wealth Management in Philadelphia.
Get news, insights and exclusive content from Amplius Wealth Advisors delivered to your inbox.
Website by Indigo Marketing Agency.