Are you a tech professional interested in learning more about direct indexing?

Navigating the financial landscape can be daunting, especially when managing concentrated stock positions.

As a tech professional, you likely accumulate wealth through stock options and equity grants, which presents unique financial challenges and opportunities in risk mitigation and tax optimization. You may find yourself with concentrated stock positions, often starting with a low-cost basis, which could grow to dominate your net worth. Despite a desire to diversify, the potential tax bill from selling these positions may be overwhelming.

Download this Guide to learn:

• What advanced direct indexing strategies are available
• Insights specifically designed to help tech executives with at least $1 million in assets
• Ways to potentially protect and grow financial assets while seeking to minimize losses

Download the Guide