Equity compensation planning for technology professionals
Equipath Wealth Partners is an independent advisory firm helping technology professionals turn their company equity into a diversified, tax-aware plan aimed at gaining financial independence.
The Equity Transition Framework™
Every client works through the same four phases, mapped in writing at the outset. You always know what phase you are in, what is being worked on, and what comes next. Progress is not a feeling. It is a document.
Your entire equity picture in one place: RSUs, ISOs, NSOs, ESPP shares, restricted stock, vesting dates, and more. Exercise prices, cost basis, trading restrictions, and more. You'll see everything you own, what's coming up, and every important deadline you need to know about.
We explore the consequences of every tax opportunity - like AMT exposure, option exercises, capital gains, charitable strategies, tax-loss harvesting opportunities, QSBS considerations, and multi-year diversification scenarios.
We build a custom diversification schedule around your taxes, liquidity needs, tolerance for concentration, and the life that the stock is meant to fund.
We build the long-term structure for what you have accumulated outside of your company stock, with the goal of making it possible for you to reach financial independence.
Who we serve
We built the entire practice around equity compensation, on purpose. If you want a stock picker or a second opinion on a portfolio you plan to keep running yourself, we are the wrong firm, and we will say so on the first call.
See who we serveYears of accumulated grants, a low cost basis, and RSUs that keep vesting. You know diversification should happen, but the fear of selling right before a run-up keeps stopping you.
We replace that recurring decision with a written schedule.
Private-company comp became public-market wealth overnight: lockups, trading windows, 10b5-1 plans, taxes, media coverage, and a price you can check every three minutes. Everyone has an opinion.
We turn the event into a multi-year plan, not a string of isolated decisions.
A liquidity event is plausible, but the money is still on paper, which makes the decisions before it especially important. Exercise timing, AMT, 83(b), QSBS, and the cash to exercise all matter now.
This is the time to build the plan, while there is still room to choose.
The job ended, the company sold, or you decided you were done. Now years of accumulated assets need to support decades of life without the compensation that built them.
We model spending, withdrawals, healthcare, taxes, estate, and what role work plays next.
What we do
Everything runs inside one ongoing wealth management relationship. Investments, cash flow, insurance, and estate coordination are all organized around the position driving the rest of it: your company stock.
See all servicesRSUs, ISOs, NSOs, ESPPs, restricted stock, pre-IPO equity, 10b5-1 plans, AMT, and multi-year diversification.
We model decisions during the year and work directly with your CPA before the return is filed.
Know what needs to be true before you can leave your current role without changing the life your family has built.
Book a discovery call
Your next vesting date is already on the calendar. Your financial plan should be too. Book a discovery call for a 30-minute conversation about what you own, the decisions in front of you, and whether Equipath is the right firm to help.
Sarah Mitchell, CFP®, CEPA®
Founder, Equipath Wealth Partners
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