Wealth Management
for Nvidia Employees

Allow us to provide in-depth planning for cash and equity compensation plans.

Review strategies and vehicles to diversify concentrated positions in a tax-efficient manner.

We can provide detailed guidance on how to approach your vesting schedule and whether to exercise your NSOs. It is also important to know when and how much to exercise. Similarly, we can provide advice on selling stock and whether to use the proceeds to pay down debt, buy real estate, make investments, and so on.

Create a Restricted Stock Unit (RSU) selling strategy.

Implement a tax-efficient Stock Option Exercise Strategy.

Create a liquidity strategy that allows for cashflow flexibility or the purchase of big ticket items.

Coordinate with your tax advisor, CPA, and/or tax preparer to optimize your tax plan.

Implement a tax-loss harvesting strategy to offset gains from concentrated holdings.

Employee benefit program details are embedded directly into our clients' financial plans.