For senior executives & equity-compensated leaders
RSUs, options, blackout windows, AMT — concentrated, complex, and always on a deadline. We make it one tax-aware plan.
By invitation
The whole picture
Concentrated positions, complex tax events and plans that don't talk to each other quietly erode what you've earned. One written plan in year one connects equity, deferred comp, concentrated stock, protection and estate — then moves ahead of each vesting date, exercise window and 10b5-1 constraint.
Worries we put to rest
Nothing valuable slips through the gaps between advisors when one person holds the whole picture.
The hard truth
Equity looks like wealth the day it’s granted. What survives to your family depends on AMT, exercise timing, blackout windows and single-stock risk — the decisions that fall in the seams between your advisors.
A grant is a starting point, not an outcome. Exercised on the wrong day, taxed without a plan, or left concentrated in a single stock, much of it can quietly erode before it’s ever truly yours. A few decisions, made together, change where the line lands.
One point of command
Equity sits with one firm, taxes with a CPA, protection with an attorney, insurance somewhere else — and the decisions that matter most fall in the seams between them, on deadlines you can't miss. We make vesting, exercise, diversification and tax decisions together, not in isolation.
Join the Waitlist →By invitation
What we do
ISOs, NQSOs, RSUs, ESPP and deferred comp each carry distinct tax treatment. We model exercise and AMT, time the events, and turn the alphabet into one plan.
Diversify deliberately inside blackout windows and a 10b5-1 plan — cutting single-company risk without an avoidable tax hit or leaving gains on the table.
Entities, titling, trusts and insurance that limit the liability and visibility a senior role attracts, so one lawsuit can't threaten what you've built.
Translate a finite earning window into lasting financial independence and a clear estate plan, built with your attorney.
The Fusion Standard
Care drawn to specification, like everything else we build — the same on your best day, and your hardest one.
Dustin is your single point of contact across equity, cash compensation, taxes and protection — coordinated under one plan, not scattered across firms.
We coordinate your CPA, estate attorney, equity-plan administrator and insurance team — and stay accountable for how all of their work fits together.
ISOs, NQSOs, RSUs and ESPP modeled for AMT and exercise timing — with a 10b5-1 plan to diversify methodically, inside the rules.
A disciplined plan to cut single-stock risk through blackout windows — without an avoidable tax hit, or leaving gains on the table.
Advice held to a fiduciary standard, with the institutional strength of Kestra (member FINRA/SIPC) behind every account — a plan built around you, not a product to sell.
Most of the executives we serve are introduced by those we already do. We take on only a limited number each year — so every relationship receives the depth this work demands.
Common questions
Carefully and deliberately. A concentrated position creates outsized risk. We design a diversification strategy that manages tax impact and timing — reducing risk without triggering unnecessary tax or leaving gains on the table.
Yes. RSUs, stock options, ISOs, ESPPs and deferred compensation each carry distinct tax treatment. We coordinate vesting, exercise and sale decisions into one strategy designed to minimize tax and maximize what you keep.
It's structuring your personal wealth — through entities, titling, trusts and insurance — to limit exposure to the liability and visibility that come with a senior role, so a single lawsuit can't threaten what you've built.
We become the single point of contact who holds the whole picture and keeps them in sync. Within six months you receive a written plan connecting equity, taxes, protection and estate — and from there we coordinate your advisors so decisions are made together, not in silos.
A certain caliber, by introduction
We welcome a limited number of executives each year, by invitation. If the equity has outgrown the spreadsheet it’s managed in, you’re exactly who we serve. Join the waitlist — when a place opens, a private conversation about your equity, your risk and what’s possible.
By invitation