RSU & Stock Options Planning
Your equity compensation is probably your largest asset and your biggest tax liability. We develop exercise, vesting, and sale strategies for RSUs and stock options at Amazon, Microsoft, Meta, Google, and SpaceX (and many more), so you keep more of what you've earned instead of losing it to avoidable tax.
Companies we work with
Every equity plan works differently, and every exercise or sale decision has a tax consequence. For public company equity, we manage concentration risk through exchange funds, long/short extensions, covered call strategies, and other institutional investment strategies.
We coordinate RSU sales around state-specific tax rules, including Washington's capital gains excise tax.
For employees with private company equity, we model AMT exposure before you exercise an ISO, time NSO exercises around income brackets, and build multi-year exercise plans for people at companies like Stripe, Databricks, and Anduril, where liquidity is limited and the tax bill can still arrive before the cash does.
If you're navigating a pre-IPO lockup, a tender offer, an acquisition, or a layoff with unvested equity on the table, we build the plan before the deadline forces your hand.
How we view your stock differently
Most advisors treat company stock as a line item. We treat it as the core of your financial plan, because for our clients, it usually is. Schedule a call to see what a full equity strategy looks like when someone's actually paying attention to it.
Success Story
The Latest
Our team might be a fit if…
You work at Amazon, Microsoft, Meta, or Google or another tech company, public or private?
Your household is highly compensated in company stock, and you need it turned into an actual plan, not just a number on a statement.
You're over 45, have a family, and don't have enough hours in the day.
You already max out your 401(k), and have at least $1M in investable assets.
You believe in professional advice, and you're a nice person. (Seriously — that last one is a deal-breaker.)
We work with households across a range of net worth, with deep expertise for company stock positions between $5–50 million.
We're a comprehensive advisory firm, not an à la carte one. One relationship covers:
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Wealth Management
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Financial Planning
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Investment Management
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Tax Planning
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Trust & Estate Planning
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Insurance Planning
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
Let’s Make Smart Decisions, Together.
Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.
All of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (and many of our team members hold or are in pursuit of other advanced certifications).
We offer unbiased advice and never push any proprietary products…because we don’t have any.
As an independent Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.
Our experienced team has worked with hundreds of smart people just like you.
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are.
We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.