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Managing RSUs

Wealth building for tech and startup employees

Let's Connect
Wealth building for tech and startup employees

Equity compensation for employees is flourishing. Companies use equity to reward their people, cultivate loyalty and minimize turnover. In recent years, grants of restricted stock units (RSUs) have become the most common type of equity award surpassing stock options.

Employees receive RSUs thorough a vesting plan and distribution schedule that’s based on achieving certain performance milestones or employment for a specified length of time. Vesting plans can be confusing. Financial planning and taxation of RSUs can be tricky. It’s best to work with trained professionals to make sound financial decisions. Leeward Financial Partners can help you:

  • Optimize your company stock
  • Diversify your investments
  • Manage your portfolio
  • Minimize your tax obligation
  • Plan your retirement
  • Create an estate plan
Financial Management for Tech and Startup Employees

Because Leeward Financial Partners serves the Greater Seattle and San Francisco Bay area, many of our clients work for tech companies such as Amazon, Google, Microsoft and Facebook. We have deep experience in helping tech execs and employees of venture-backed startups manage their finances and their company equity including:

  • Stock shares
  • Options to purchase stock shares
  • RSUs
  • Stock appreciation rights
  • Bonus payments

With proper planning, your overall compensation package can be a way to build significant wealth. We provide skillful management of your money, giving you the financial freedom to create the life you’ve been dreaming of.

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Leeward Financial Partners, LLC is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in sales where it is not appropriately registered or exempt from registration.

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