Taking the complexity out of managing the financial challenges. Your personal concierge.

These are some of the areas that LRVS closely evaluates in every wealth management portfolio to ensure our clients are protected and every aspect of their portfolio reflects the best possible financial outcome.

This includes:

  • Guidance and management around company equity

  • Trading during blackout windows (utilizing 10b51 plan)
  • Tax management for acquiring and disposing of company stock ISO, RSU’s, ESPP
  • Help clients evaluate compensation packages to assist in negotiations in a sector where job and company changes are frequent.

  • Personalized Optimization of 401k allocation
  • Assisting clients with their Pre-IPO stock options

Do you understand your Executive Compensation, and how to get the most after-tax value out of grants or stock options?

Are you holding too much company stock in your portfolio and risking a huge loss if your stock dramatically drops?

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Our local team is ready to help you. Call us today at 781.660.5788, click or touch here to email us or use the contact form below to get started today.

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