Comprehensive Equity Compensation Solutions

Equity compensation is a golden opportunity, but only if handled strategically.

At Wealth Script Advisors, we help you navigate complex decisions around RSUs, stock options, ESPPs, and accumulated stock.

Every decision, when to exercise, what to sell, how to manage taxes, affects the bottom line. Our job is to help you avoid costly errors and find creative solutions to turn equity into the source of your financial success.

We bring deep expertise in equity compensation, years of experience, and partnerships with fintechs and investment powerhouses to help you maximize the benefits of this opportunity.

How We Help You Manage Equity Compensation

RSUs

Manage tax withholding

Decide which shares to hold or sell

Avoid surprise tax bills

NSOs

Strategically time exercises

Reduce tax drag on gains

ISOs

Navigate AMT exposure

Plan early exercise opportunities

ESPPs

Maximize discounts

Understand tax implications of dispositions

Navigating Stock Concentration Risk and Taxes

Software shouldn’t have a single point of failure. Your portfolio shouldn’t have one either.

You’re not alone if a large portion of your net worth is tied up in your employer’s stock. Equity compensation, RSUs, stock options, and ESPPs can fuel rapid wealth accumulation. But with that opportunity comes risk: too much concentration in a single stock can jeopardize your financial future if the company stumbles.

At Wealth Script Advisors, we help you design a solution for your highly appreciated stock that creates redundancy, decoupling, and failover. Our objective is to reduce concentrated stock risk, without triggering unnecessary taxes or missing all future upside.

Pre IPO Solutions: Finding Liquidity and Investment Opportunities

Companies are taking twice as long to IPO and IPO values are 12 times what they were 40 years ago.

Liquidity and investment opportunities are locked up. At Wealth Script Advisors we work with you to unlock them.

We have deep partnerships with multiple secondary market makers to help our clients evaluate selling their pre-IPO stock and to evaluate opportunities to invest in companies that are far from their IPO.

We help you shop for the best opportunity, help you understand the process and the cost, and make the decision with confidence.