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Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

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

Orinda, Lafayette, Moraga Stock Compensation Advisors

Evaluating tax burdens and investments connected to stock compensation should be professionally done case by case.

Doing this important analysis on your own often results in negative tax and investment consequences. The most successful equity compensation needs a joint effort  between you and our MWA planners. All decisions being made should be thoroughly investigated, thoughtful and based on decades of experience. Stock compensation advisors for Lafayette, Orinda, Moraga – get the most out of your equity compensation by working with MWA.

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Cash Planning – Best Strategy for Exercising Your Stock Options

  • Saving the funds needed to exercise options
  • Generate liquidity to cover paying off additional taxes that may result from grant, exercise, or vesting
  • Establish salary deferral targets in ESPP’s as an overall budget target
  • Best portfolio diversification strategies

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
  • Our team develops strategies towards minimizing 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

MWA Virtual Advisor – Automated Online Investment Advisor
An Investment Account That Grows With You

  • Open Your Account Online to help manage your concentrated stock position.
  • Balance Your Tolerance for Volatility with Your Need for Growth and/or Income
  • Diversify Your Concentrated Stock into one of Marin Wealth Advisors’ carefully-constructed Model Portfolios
  • Monitor Your Portfolio online and on your mobile device
  • Automatic Re-balancing
  • Utilize Tax-Loss Harvesting
  • Marin Wealth Advisors will be there when you need help
  • Collaborate with our team of Financial Planning & Investment Management experts as more complex issues arise.
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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)

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 complimentary one-hour financial review


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    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880

    50 California St. Suite 1500
    San Francisco, CA 94111
    415-472-5885

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100

    2121 California Blvd, Suite 290
    Walnut Creek CA 94596
    925-374-4899

    info@marinwealthadvisors.com

    All Content Copyright © 2023 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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