Executives with Stock Options and Equity Compensation

Personalized Wealth Management for Stock Options Planning and Equity Compensation

Turn Your Equity Compensation Into Long-Term Wealth

Munroe Morrow Wealth Management works with employees across a variety of industries to help maximize wealth, build a secure retirement, and make informed decisions with company stock, equity, and compensation plans.

Key Areas We Help our Clients

Stock Options & ISOs

Understand when to exercise Incentive Stock Options and the potential tax implications, including AMT. Let us help you calculate the right time to exercise, so you can maximize wealth while minimizing taxes.

Restricted Stock & RSUs

Learn how restricted stock fits into your overall compensation plan. Understand the tax ramifications and how RSUs play into your overall compensation. We guide you on when to hold versus sell as your stock vests.

Diversification & Risk Management

Build wealth while understanding the risks of holding too much stock in a single company. Timing matters; we help you make tax-efficient decisions about selling your stock.

Advanced Retirement & Savings Strategies

Take advantage of after-tax 401(k) contributions to create a “mega 401(k)” and accelerate savings. Utilize non-qualified deferred compensation plans, often available to executives, to optimize both taxes and retirement savings.

Special Considerations

83(b) elections, tax planning, and strategies to secure your long-term retirement goals.