We Get Stock Options & Equity Comp

As a first-gen tech professional, your pay is more than just a salary—it’s a complex web of cash and non-cash compensation that tech companies offer, like stock awards, that can be overwhelming to navigate at times.

At Franklin Madison Private Wealth, we understand that equity compensation is not just a perk of your job, it’s a pivotal part of your wealth-building journey.

That’s why our expertise in equity compensation is designed to transform this complexity into your greatest generational wealth-building tool.

Your equity compensation—be it Stock Options, RSUs, or ESPPs—is a key to building generational wealth.

But with great potential comes the all-too-familiar challenges of navigating tax implications, understanding vesting schedules, and managing market risks.

Nevertheless, these aren’t just financial issues, they’re pivotal decisions shaping your financial future.

Here’s How We Provide Clarity Amidst this Complexity:

• Deep Dive into Equity Types: We demystify the world of equity compensation. From ISOs to RSUs, we’ll guide you through the nuances of each stock award type, ensuring you’re equipped to make informed decisions.
• Strategic Tax Planning: We don’t just manage your equity, we optimize it. Our tax specialists work meticulously to help you navigate the labyrinth of tax implications, enabling you to pay Uncle Sam no more than necessary and retain more of your hard-earned wealth.
• Synchronized Vesting Strategies: Timing is everything. We align your vesting schedules with your financial goals, ensuring your equity compensation complements your broader wealth strategy.
• Diversification, Done Right: Concentrated wealth can mean concentrated risk. We’ll craft bespoke diversification strategies tailored to balance your portfolio and ensure alignment with your risk tolerance.
• Strategic Equity Event Planning: Navigating an IPO or equity event requires strategic foresight. We offer expert guidance on handling these significant milestones and aligning them with your broader financial goals.
• Pre and post-IPO Financial Planning: An IPO can be a game-changer. We offer pre- and post-IPO planning to ensure you can capitalize on this opportunity while managing potential risks.
• Integrating into Your Financial Plan: Your equity compensation isn’t a standalone asset—it’s a part of your financial big picture. That’s why we’ll integrate it seamlessly into your overall financial plan, ensuring every piece works together in harmony.
• Continuous Education and Communication: Knowledge is power. We keep you informed and educated, turning complex concepts into clear, actionable insights.
• Regulatory Rigor: Compliance isn’t an afterthought, it’s at the forefront of what we do. That’s why we stay ahead of regulatory changes, ensuring your equity strategy is effective and ethically sound.
• Adaptive Re-evaluation: Life changes, and so should your equity strategy. We continuously monitor and adjust your plan, ensuring it evolves with your needs.