Equity Planning to Manage Your Ris
Want to get the most out of your company equity? We’ve got you covered.
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What we offer
It’s not traditional financial planning, it’s equity planning
- One-time upfront consulting fee, no investment minimums employee stock planning by the hour.
- Get answers to any equity related questions, from stock options (ISOs and NSOs) to ESPPs and RSUs.
- Leverage our expertise to prepare for your most important equity decisions: IPOs, liquidation events, blackout periods, job offers, etc.
- Virtual, calls, email
- Same day callbacks
- Clear hourly tracking
- Dedicated advice team
- Pay annually, no investment minimums, no commissions, just a partnership to help grow your wealth.
- Agile financial planning built specifically for people navigating the complexities of their equity journey.
- Hassle free coordination with accountants, attorneys, and trusted contacts for optimal plan execution.
- Virtual, calls, email, in-person, events
- Ongoing financial planning relationship
- Unlimited hours
- Sync with outside professionals
The path forward
Your path forward
Flexible offerings that match your needs
Company stock plan review & feedback
Evaluate the details of your equity compensation, including current and future planning opportunities.
Premium Q&A support
Make time-sensitive equity decisions quickly and confidently with same-day support.
Stock option & equity advice
Exercise and sell strategies to maximize the value of your equity.
Tax savings strategies
Tax guidance to lower your AMT, capital gains, and other tax liability.
Advanced equity & IPO planning
Planning strategies to navigate multi-year equity decisions, including tax optimization, 83b elections, and QSBS.
Financial Planning
Comprehensive advice to keep your goals on track.
Portfolio management
Investment solutions to maximize returns and reduce risk.
Estate planning
Wealth preservation strategies, including asset protection and legacy planning.
Questions about where to start? Just ask.
Good to Know
Frequently Asked Questions
Do you offer a free consultation?
Yes, we offer a free consultation to help you evaluate our services and make an informed decision about working together. Simply click “Ready to Talk” to connect with us.
Is there a specific type of client that Augustus Wealth services are best suited for?
While our consulting and wealth management packages are ideal for clients with equity compensation, our core services are not limited to this specific client group. If you have retirement planning, college planning, and asset management needs that fall outside of equity compensation, we can cater to your goals and objectives regardless of if you currently own, previously owned, or never owned company equity.
What happens to my planning fee if I want to upgrade from consulting to wealth management?
If you select a consulting agreement and find out later that the scope of your planning needs requires additional time and resources, you may simply upgrade to our wealth management offering and receive full credit towards your new planning fee.
