Unlock the High-Earning Potential of Your Stock Options
Reduce Your Taxes and Maximize Your Equity Compensation
Our goal is to help you:
Time Public or Private Options
Whether you work at a public or private company, we help you create a plan for your stock options so you can quit second-guessing your choices on when to sell or hold.
Pay Less in Taxes
Make the most from your equity and portfolio while paying less in taxes.
Pursue Your Dreams
Feel confident with an experienced team and a financial plan that gives you the freedom to pursue what matters most to you in life.
Our Services
STOCK OPTIONS PLANNING
Maximize the value of your company stock.
BENEFITS PLANNING
Optimize and integrate your employee benefits.
INVESTMENT MANAGEMENT
Build a portfolio aligned
with your goals.
RETIREMENT PLANNING
Create a roadmap for financial independence.
TAX PLANNING
Minimize taxes over your lifetime.
RISK MANAGEMENT
Protect your assets and plan for the unexpected.
Is Perspective 6 Right for You?
At Perspective 6 Wealth Advisors, our team has helped hundreds of clients manage risk, liquidity, income variability, and tax challenges. Our team-based model provides diverse insights and collaboration, rather than a single advisor’s perspective.
We may be a good fit if you:
- Are a high-earner with equity compensation that is creating complex tax decisions.
- Would like to minimize taxes, optimize your company benefits, and plan for retirement.
- Want an ongoing partnership with an experienced advisory team.
Our team holds designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications, reflecting a comprehensive approach tailored to the needs of professionals like you.
Contact us today to learn more about how we can help you achieve your goals.
How It Starts
Step 1: Vision Call
Gain a 360-degree perspective of your life and financial goals.
Step 2: Direction Meeting
Confirm your vision, align your capital with your values, and outline next steps
Step 3: Focus Meeting
Begin implementing your plan and help set the stage for long-term success.
Take the Next Step
Stop worrying about stock compensation and high taxes. Take the first step toward turning your stock and benefits into financial independence by scheduling an introductory call.
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