Stock options, equity compensation, and liquidity events can create life-changing wealth — but also significant complexity. From tax implications and concentrated positions to planning for life after an IPO or acquisition, these decisions require careful coordination.
At Nvestfit, we help tech professionals and equity holders navigate these opportunities and turn sudden wealth into long-term financial freedom.
Your Unique Challenges
- Complex stock options (ISOs, NSOs, RSUs) and exercise strategies.
- Planning for IPOs, liquidity events, or acquisitions.
- Managing concentrated stock positions and market risk.
- Navigating the tax implications of sudden wealth.
- Aligning your equity with your long-term goals and lifestyle.
How We Help You
- Stock option analysis and exercise strategies to manage value.
- Tax planning for liquidity events and high-income years.
- Diversification strategies for concentrated stock positions.
- Long-term planning for lifestyle, retirement, and legacy goals.
