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Maximizing Wealth with Employer Stock Options and Restricted Stock

If you’re navigating the complexities of equity compensation, then maximizing wealth through your employer stock options and restricted stock benefits is crucial. Whether you’re a rising star in a startup, a seasoned corporate executive, or transitioning from a company where stock awards were a key part of your compensation, understanding and strategically managing these benefits is essential. Making informed decisions about your stock options and restricted stock can significantly impact your financial success and help you build long-term wealth.

In addition to this guide, we also offer personalized financial advice to help you maximize your wealth potential. Schedule a meeting with one of our experienced fiduciary financial advisors to discuss your stock options and restricted stock.

It’s important to understand how your equity compensation is structured and to have a plan for when it vests. Our stock options and restricted stock guide provides best practices and strategies for dealing with employer stock, NSO and ISO options, and RSUs, including:

• The difference between NSO and ISO stock options
• How vesting schedules differ between restricted stock and options plans
• How to mitigate risk and leverage reward using hold, sell, or swap strategies    
• Tax implications of stock options and restricted stock, including alternative minimum tax on ISOs
• Common pitfalls to avoid when exercising options and understanding the implications of an acquisition or merger 

Employers use equity incentives to motivate talented individuals, like you, to build companies that will thrive over the long run. However, without the right information, you may miss out on a significant opportunity to make the most of your stock compensation benefits.