Stock options are a key element of many of our client’s plans.  Given this fact, we have developed a specialized focus in this area.  In order to provide you with the information needed for us to properly manage your stock option portfolio, our firm subscribes to one of the most advanced stock option analysis software tools available in the industry today.  It is important to frame your stock options in the context of your overall investment portfolio.

Interestingly, stock options are a tricky element of planning. In many instances, clients have unknowingly accumulated a heavily concentrated stock position in their employer’s stock. Our objective in this area is to provide wise counsel on the timing of stock option exercising, and to view the risk of stock options in the context of your overall investment portfolio.