Whether you have stock options (ISO/incentive stock options/qualified stock options), non-qualified stock options (NSOs or NQSOs), or founders stock, we are happy to work with you in creating a strategy.
We can discuss methods of diversification and techniques to mitigate concentrated stock risk in order to aid you in retaining your wealth. We are happy to confidentially guide and help you.
Call us to discuss your particular situation. 978-430-0150