As a corporate executive, your financial life is complex, and your time is precious. Navigating equity compensation, performance bonuses, and an ever-evolving tax landscape requires a financial strategy that is custom-built for you. Wealthquest serves as your trusted partner for clarity and confidence in financial decisions and wealth management.
Each form of equity compensation comes with its own rules and best practices. We help you navigate Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock Units (RSUs), Performance Stock Units (PSUs), Stock Appreciation Rights (SARs), and Phantom Stock.
For corporate executives, tax planning entails far more than simply filing returns. Each financial decision has significant implications. We build you a strategy that accounts for complex compensation packages including stocks, bonuses, and deferred income.
Time is your most valuable asset. Between leading an organization and investing in your personal life, you don’t have bandwidth to keep up with the changing tax code. At Wealthquest, we manage the financial complexities of your situation so you don’t have to.
At Wealthquest, we are one unified team working together to simplify your financial life. Our advisors and tax professionals collaborate under one roof to deliver a seamless, coordinated strategy, so you can focus on leading your company, not managing your money.
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Let’s build a strategy that works as hard as you do.
