info@leewardfp.com
206 718 6644
Client LoginLet's Connect
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.

Subscribe to our Newsletter

Keep up with the latest wealth management and investment portfolio trends with our complimentary quarterly newsletter.
Subscribe Form
No spam, guaranteed. Unsubscribe any time.
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.

Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Leeward Client Relationship Summary >>Terms and Conditions >>Privacy Policy >>
We welcome the opportunity to discuss your investment objectives and our wealth management services. Contact us for a complimentary, no-obligation consultation.
Ask Us How