When you engage with our team, we streamline your financial plan and take the burden off you. We make sure your wealth plan and life values are connected.
Plan Your Equity Compensation to Align With Your Future Goals
Executive reward packages often include stock options and other forms of equity compensation. Many executives fail to take advantage of these valuable benefits due to a lack of proper financial planning. Fusion Wealth Management understands the unique challenges that executives face. We can assist you develop a comprehensive plan to maximize the exercise and sale of Restricted Stock Units (RSUs) and Stock Options, reduce the tax liabilities associated with employee stock purchase plans (ESPPs) and other forms of equity compensation, and create a comprehensive plan for managing your concentrated stock holdings to ensure long-term financial security.
SCHEDULE YOUR CALLA Team Built and Coordinated to Simplify Your Financial Life
