WHO THIS IS FOR
AREAS OF FOCUS
Coordinated planning built around the opportunities that come with success.
ISOs, NQSOs, restricted stock (RSU/RSA), and concentrated positions each carry their own opportunities and timing considerations. Each can be coordinated into your broader plan, with the tax elements handled alongside your tax professional.
For those holding appreciated employer stock or a single position that has grown into a large share of net worth, timing, cost basis, diversification, and tax impact are weighed together — alongside your tax professional.
Important: A concentrated position in a single security carries greater investment risk than a diversified portfolio, including the risk of significant loss. Decisions involving appreciated stock carry tax consequences that vary by individual circumstance and should be reviewed with your tax professional.
A thoughtful approach to turning your savings into income, with attention to distribution sequencing, tax awareness, and bracket management, so your retirement is built around how you want to live.
Charitable giving, legacy planning, and multi-generational strategy, carried out alongside your tax and estate professionals — or ones you can be introduced to.
Wade Jones does not provide legal services and does not prepare legal documents. Consult your attorney regarding estate planning matters.