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Marin Wealth Advisors, LLC.

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal
  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal

Stock Compensation Advisors

The critical tax and investment decisions related to stock compensation need to be carefully analyzed on a case-by-case basis. This applies for all stakeholders in the tech industry and all other stock compensated positions.

Leading Stock Compensation Advisors - Personal Guidance.

Often, stock compensated employees attempt to do this analysis alone and end up with negative tax and investment results. Working together with our Experienced Team of Financial Planners and Investment Advisors positions you to make well planned and well executed decisions to get the most from your equity compensation

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Cash Planning – Planning for Exercising Your Stock Options

  • Establish a budget to save the funds needed to exercise options
  • Generate liquidity to pay-off additional taxes that may result from grant, exercise, or vesting
  • Set salary deferral targets in ESPP’s as part of an overall budget

Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, and Employee Stock Purchase Plans

  • Review the different tax consequences of ISOs, NQSOs, RSUs and ESPPs
  • Develop the best strategies to help minimize your tax liability
  • Tax Implications of Stock Compensation
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Investment Planning & Education – When & How to Diversify

  • Pros & cons of retaining concentrated employer stock positions vs. diversifying to a global portfolio
  • Weighing the merits of your investment decisions against tax consequences
  • Learning about the various investment options available to diversify concentrated stock positions
    • Individual stocks & bonds
    • Index funds
    • Mutual funds

Complimentary Stock Compensation Tax Review – ESPPs, ISOs, NQSOs, & RSUs

  • Gather the documents for your equity grant package
  • Prepare a list of questions you want to discuss
  • Contact Us for a Free 1-Hour Stock Compensation Plan Review in person, by phone, or a video-conference (Skype)
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Marin Wealth Advisors LLC is not a CPA or tax preparation firm.
We work closely with our clients’ CPAs and tax professionals to provide the best possible financial planning and investment advice.

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

Request a free one-hour financial review


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    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880 | Toll-Free: 800-758-3768

    315 Montgomery Street, 10th Floor
    San Francisco, CA 94104
    Phone: 415-472-5885
    Toll-Free: 800-758-3768

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100
    Toll-Free: 800-758-3768

    info@marinwealthadvisors.com

    All Content Copyright © 2021 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

    Disclaimer:
    The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
    All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

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    Serving Marin County, Sonoma County, Napa County, San Francisco County, Alameda County, and Contra Costa County, and the cities of San Francisco, San Rafael, Santa Rosa, Oakland, San Mateo, Fairfax, San Anselmo, Ross, Kentfield, Kent Woodlands, Larkspur, Greenbrae, Corte Madera, Mill Valley, Sausalito, Tiburon, Novato, Petaluma, Healdsburg, Napa, Oakland, San Mateo, Palo Alto, San Jose, Concord, San Ramon, Walnut Creek, California.