Build Your Wealth
If you feel you have too much of your personal wealth tied up in your company's equity compensation plan, our Wealth Managers can work with you to consolidate, rollover and incorporate your holdings into a comprehensive plan.
Our Wealth Managers can work with a variety of employee holdings such as:
- Retirement accounts (e.g. IRAs and 401(k)s)
- Taxable brokerage accounts (vested restricted stock/RSUs)
- Employee stock purchase plan (ESPP) accounts
- Stock options
- RSUs