Does your employer equity make up a meaningful part of your portfolio? At Wingate Wealth Advisors, we specialize in reviewing equity compensation packages, including:
When a large percentage of your portfolio or net worth is made up of stock in any one company, especially the one where you work, it raises the concern of “concentration risk.” This is to be seriously considered, especially if both your income and portfolio results are heavily dependent on one company’s viability and financial performance. This may have you wondering, when is the right time to diversify the portfolio? How much should be retained so you can (hopefully) be a part of your employer’s future successes while mitigating the serious risk to meeting your goals?
As Wingate Wealth Advisors is an expert in Equity Compensation and Financial planning, Equity Compensation decisions are not made in isolation but as a part of a comprehensive financial plan. Additionally, through our investment management services, we can create a portfolio to help mitigate some of the single stock risk of your employer stock compensation. Wingate is a long-term partner that analyzes Equity Compensation over the long haul as companies, markets, and circumstances change.
You’ll also receive our Incentive Stock Options checklist that reviews…
As an SEC registered Investment Advisor, we are a fiduciary and are required to act in our clients’ best interests at all times.
We are in Lexington, MA. While we pride ourselves on offering personalized service to local professionals, we work with clients throughout the country. We offer our services through in-person meetings and virtual conferencing.
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 list for 2022, which ranks and recognizes the top-rated investment advisors in the country.
The list is based on a methodology developed by CNBC in partnership with data provider AccuPoint Solutions, taking into consideration data that’s culled from more than 39,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.
