Corporate Employee Equity Services

Business owners and executives understand that attracting and retaining the best employees requires providing a competitive array of benefits. But providing the benefits may not be enough. Company leaders must also ensure that their respective employees are adequately educated to understand the value and maximize those benefits.

With this in mind, our Corporate Employee Equity & Retirement Plan Services focus on the objectives of each company and its respective stakeholders. We are dedicated to supporting each business with guidance and tools to help stakeholders manage their respective benefits. With our knowledge and experience, we will work to deliver financial solutions that best fit each company.

Corporate Employee Equity Services include:

  • Employee Stock Awards such as Options
  • 10b5-1 Planning

For companies, we will:

  1. help your employees understand and appreciate the value of their respective equity awards by providing educational opportunities such as group lunch workshops and individual consultations;
  2. provide a brokerage platform through which executives, insiders and employees can transact equity awards (e.g., exercise and sell options);
  3. report executed transactions as needed.

For individual employees, we will:

  1. help you manage/monetize your respective equity awards within the framework of a customized financial plan;
  2. provide documentation for reporting purposes (e.g., income taxes);
  3. serve as a friendly resource for other personal financial questions.
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