Annex Wealth Management works with tech employees with stock options, RSUs and an employee stock purchase plan, and too much of their net worth in one stock. The questions are specific, and so are the answers.
What we usually help with
- Stock options, RSUs and ESPP shares
- Reducing a concentrated stock position
- Taxes on vesting and exercise
- Mega-backdoor Roth contributions
- Planning around liquidity events
How Annex Wealth Management works with tech professionals
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.