Expert Equity Compensation Strategy for Tech Professionals

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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Equity Compensation Is Complicated.
Your Strategy Shouldn't Be.

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.

We provide specialized equity compensation planning for tech professionals so you can:

  • Reduce taxes on vesting and exercises
  • Avoid costly AMT surprises
  • Plan liquidity events with confidence
  • Diversify concentrated stock positions
  • Integrate equity into your full financial plan

What We Do

Strategic Equity Planning

  • • ISO & NSO exercise timing strategies
  • • AMT planning and mitigation
  • • 83(b) election guidance
  • • Pre-IPO planning & secondary liquidity strategies
  • • RSU selling strategies across multiple grants
  • • ESPP optimization (qualifying vs disqualifying dispositions)
  • • Diversification planning for concentrated stock

Comprehensive Tax Optimization

  • • Multi-year tax forecasting around vesting events
  • • Federal & California state tax strategies
  • • Estimated tax payment planning
  • • Coordination with charitable giving
  • • Retirement contribution optimization
  • • Income smoothing strategies for high-earning years

Holistic Wealth Integration

  • • Cash flow planning for variable income
  • • Emergency fund strategy
  • • Mortgage & student loan optimization
  • • Insurance planning as net worth grows
  • • Estate planning for concentrated equity positions

Fiduciary Behavioral Coaching

  • • Objective, fee-only advice
  • • Guidance during market volatility
  • • Protection from emotional decision-making
  • • Long-term planning frameworks
  • • Accountability and ongoing strategy reviews

Try Our Equity Calculator

Model your equity scenarios, calculate tax implications, and explore vesting timelines with our comprehensive calculator.

Launch Calculator →

Powered by Highline Wealth Partners

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.

Recognition & Awards

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Newsweek

America's Top Financial Advisory Firms – 2026

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Newsweek

America's Top Financial Advisory Firms – 2025

Recognized among the top advisory firms in the country for client service, investment excellence, and fiduciary leadership.

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Established Expertise

Founded in 1976, Highline Wealth Partners brings 45+ years of experience guiding clients through market cycles, tax law changes, and major life transitions.

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Fiduciary First

Highline operates under a fee-only fiduciary model — no commissions, no product sales, no conflicts of interest. Advice is always in your best interest.

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Integrated Wealth Management

Clients benefit from:

  • • Financial planning
  • • Investment management
  • • Family office services
  • • Business advisory
  • • Tax & estate coordination

Everything works together in one cohesive strategy.

Why This Matters for You

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

Who We Help

Tech employees with RSUs
Private company option holders
Pre-IPO employees
Executives with concentrated stock
High earners navigating complex tax situations

If your income includes equity compensation, this is built for you.

Our Approach

We don't treat equity compensation in isolation.

Your stock options and RSUs are integrated into:

  • Your tax strategy
  • Your investment portfolio
  • Your cash flow plan
  • Your long-term goals

This ensures every decision supports your bigger financial picture—not just short-term gains.

Get Your Free Equity Strategy Call

Schedule a free 20-minute strategy call to:

  • Review your current equity structure
  • Identify tax risks & planning opportunities
  • Get a clear action plan
  • Ask questions with no pressure

Fiduciary Promise

We are a fee-only fiduciary advisor.

✓ No commissions
✓ No hidden incentives
✓ No product sales
✓ Advice always in your best interest

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