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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

At Wealthstream Advisors, we understand that equity compensation represents more than just a figure on your balance sheet. Your stock options, RSAs or RSUs provide you with a stake in your company beyond your job and salary.

While equity compensation is a testament to your hard work and dedication, it also brings increased responsibility, and in some cases even scrutiny. That’s why the Wealthstream team works with you at your pace to make decisions that balance care and attention with an informed, long-term mindset.

Equity Compensation Resources

Equity Comp 101: A Special 7-Day Email Course

Our equity compensation email course provides clarity surrounding this complicated topic and is useful for employees of both public and private companies.

Sign Up Here…

Equity Compensation: Key Terms and Concepts

What is equity compensation, what are the most common types, and what are some key risks to be aware of?

Learn More…

The Wealthstream Guide to Equity Compensation

Clarifies key terms, helps you navigate your paperwork, and provides suggestions given your circumstances.

Access the Whitepaper…

Whom We Help

As a senior-level executive of a publicly traded company or an early employee of a startup, trading salary for equity is a balancing act of risk and reward. When you receive equity compensation, you must become more aware of your projected income and marginal tax rates. In some cases, stock options might run counter to your overall financial strategy. In others, accepting an equity position is advantageous only after some carefully considered financial maneuvering. 

This client success story illustrates how we worked with one client to exercise his options at the right time to earn maximum profits.

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At Wealthstream Advisors, we’re dedicated to helping you simplify the complexity wealth brings. That’s why we’re passionate about working with you to approach equity compensation in a proactive, informed way that brings you closer to your goals. Our advisors intuitively understand the ever-changing nature of financial markets and tax laws and apply this expertise in incorporating equity compensation into your overall financial plan.

Equity Compensation Services

Executive Benefit Plans
Analyze Stock Options
Manage Liquidity
Income Tax Planning/Tax Analysis

The Wealthstream Advisors Process

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Our hands-on approach doesn’t just take where you are in your career and personal life into account; we also look at where you’re going. We provide the practical knowledge needed to answer your most pressing questions (see our guide here), and the advice needed to confidently make proactive, sustainable decisions surrounding your equity compensation.

We invite you to contact us to learn how Wealthstream Advisors can help you navigate your equity compensation as well as other financial and investment matters.

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