Specialized planning for RSUs, ISOs, NSOs, and pre-IPO equity.
Turn your stock compensation into a clear, tax-efficient wealth strategy. We help tech professionals make smarter decisions around vesting, exercising, selling, and diversifying—so your equity actually supports your long-term goals.
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Stock options, RSUs, and private company equity come with complex tax rules, timing decisions, and concentration risk. One wrong move can cost you hundreds of thousands in unnecessary taxes or missed opportunities.
Model your equity scenarios, calculate tax implications, and explore vesting timelines with our comprehensive calculator.
Launch Calculator →Award-Winning Fiduciary Firm
FullyVest is powered by Highline Wealth Partners, a nationally recognized, fee-only advisory firm with over four decades of experience helping high-achieving professionals build and protect their wealth.
America's Top Financial Advisory Firms – 2026
America's Top Financial Advisory Firms – 2025
Recognized among the top advisory firms in the country for client service, investment excellence, and fiduciary leadership.
Founded in 1976, Highline Wealth Partners brings 45+ years of experience guiding clients through market cycles, tax law changes, and major life transitions.
Highline operates under a fee-only fiduciary model — no commissions, no product sales, no conflicts of interest. Advice is always in your best interest.
Clients benefit from:
Everything works together in one cohesive strategy.
Your equity decisions don't exist in a vacuum.
With Highline's institutional-level resources and FullyVest's equity specialization, you get:
✓ Big-firm depth
✓ Boutique-level service
✓ Advanced tax strategy
✓ Ongoing proactive planning
If your income includes equity compensation, this is built for you.
We don't treat equity compensation in isolation.
Your stock options and RSUs are integrated into:
This ensures every decision supports your bigger financial picture—not just short-term gains.
Schedule a free 20-minute strategy call to:
We are a fee-only fiduciary advisor.