The "Endowment Effect" is Costing You Thousands.
You wouldn't buy your company stock with cash. So why are you holding the RSUs? Get the logical divestment roadmap for tech professionals.
The Golden Handcuffs Problem
80%+ of wealth in one stock = unnecessary volatility
Generic advisors want assets under management. You need a project plan.
RSUs vest quarterly. Every delay is a missed diversification window.
Your Vesting Roadmap: A Project Plan, Not Asset Gathering
What You Get:
- Quarterly divestment schedule mapped to your vesting calendar
- Tax-optimized selling strategy (LTCG vs STCG timing)
- Target allocation model (how much company stock is "safe")
- Rebalancing triggers (sell rules, not emotional decisions)
What You DON'T Get:
- Ongoing AUM fees (this is a project, not a forever relationship)
- Generic 60/40 portfolios (we're solving YOUR equity problem)
- Pressure to transfer all assets
The Process (Think: Sprint Planning for Your Portfolio)
- Share your equity comp details (vesting schedule, strike prices, tax situation)
- We analyze concentration risk and opportunity cost
- Custom project plan with quarterly sell targets
- Tax optimization timeline
- Diversification asset allocation
- Adjust for new grants, market changes, or life events
- No ongoing fees unless you opt for extended support
Expert & Professional
The RSU Exit Protocol
Minimize the IRS bill.
Know exactly when to sell.
Where to move the cash to replicate your risk profile.
Project-Based Pricing (Not 1% Forever)
Regulatory Status Notice
Advisory services are not currently offered. The firm is in the process of registration as an Investment Adviser Representative. No advisory services will be provided until registration is complete and approved.