For Executives

Your equity is real wealth. Plan it like it.

For executives and employees with stock options, RSUs or deferred comp, plus a 401(k) managed right where it is.

Book a Strategy Call

Book a Strategy Call

Sound Familiar?

What we hear from executives and equity holders.

Most of your net worth sits in your company’s shares.

Most of your net worth sits in your company’s shares.

RSUs and option exercises create tax bills you didn’t plan for.

Every recommendation is backed by research, analytics, and measurable insights.

RSUs and option exercises create tax bills you didn’t plan for.

Your workplace plan hasn’t been looked at in years.

Your workplace plan hasn’t been looked at in years.

With Éclat

What changes when we work together.

The outcomes we plan toward with executives and equity holders, and how we get there.

The outcomes we plan toward with entrepreneurs, and how we get there.

A plan for every vest

RSU and option decisions mapped before they happen.

A plan for every vest

RSU and option decisions mapped before they happen.

Less single-stock risk

A schedule for diversifying out of your company’s shares.

Less single-stock risk

Every recommendation is backed by research, analytics, and measurable insights.

Less single-stock risk

A schedule for diversifying out of your company’s shares.

Exercise timing with tax in view

When to exercise options, weighed against the tax cost.

Exercise timing with tax in view

When to exercise options, weighed against the tax cost.

Exercise timing with tax in view

When to exercise options, weighed against the tax cost.

Deferred comp used on purpose

Elections and payout dates tied to your bigger plan.

Deferred comp used on purpose

Elections and payout dates tied to your bigger plan.

Deferred comp used on purpose

Elections and payout dates tied to your bigger plan.

Your 401(k) managed where it is

Workplace accounts included in your plan, no rollover needed.

Your 401(k) managed where it is

Workplace accounts included in your plan, no rollover needed.

Your 401(k) managed where it is

Workplace accounts included in your plan, no rollover needed.

One view of all your accounts

Workplace and personal accounts working toward the same goals.

One view of all your accounts

Workplace and personal accounts working toward the same goals.

One view of all your accounts

Workplace and personal accounts working toward the same goals.

Book a Strategy Call

Book a Strategy Call

Strategies

Strategies we look at for executives and equity holders.

Not every strategy fits every situation. On your call we go through which of these apply to you, and what they are worth.

Review mine on a call

Review mine on a call

RSU vesting plan

What to sell, what to keep and when.

Stock option exercise strategy

ISO and NSO timing, including AMT considerations.

10b5-1 and diversification plans

A set schedule for selling concentrated stock.

Deferred compensation elections

Payout timing that fits your tax and retirement plan.

Held-away 401(k) management

Your workplace account managed alongside everything else.

Services that Fit

Where we usually start.

Every plan is personal, but these are the services that matter most for executives and equity holders.

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Exit & Retirement Planning

Plan the exit, keep more of the sale, know your number.

See how we can help

Book a Strategy Call

Book a Strategy Call

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call