Achieve your equity compensation goals without sacrificing the hometown touch.
Get comprehensive financial advice on your equity compensation and full financial situation. Our Experts have worked with stock plans from many top industry names.
Our team of experts is well versed on the complex and diverse tax implications of equity compensation plans. We're well suited to help you with RSUs, ESPP, ISO, NSOs and more! We have an affiliated tax company to help you file your taxes too.
We don't provide 'generic' advice. We do deep-dive comprehensive planning with you to make sure you're making the best decisions with your company stock (and the rest of your finances)
Work with your team the way you want to work. Vincere is available by live chat, email, phone call, virtual meetings or in person. It’s like we’re right there in San Francisco making it happen with you.
Vincere moves quickly so you can make informed decisions faster. Often with IPOs and blackout periods you need to act quickly. We get you answers quickly without sacrificing quality.Speak with An Expert!
"San Fran" or "Frisco" is famous for the Golden Gate Bridge, steep streets, Alcatraz, and you got it, dude! - Full House.
Every San Francisco resident with equity compensation deserves a committed team of experts to assist with their company stock. That's precisely what you get with Vincere. Your equity analysis, tax planning, investment strategy, and more are handled by our stock compensation experts. Your decisions regarding your company stock are made simple by our thorough approach to equity compensation.
At Vincere Wealth, our advisors understand that IPOs aren't usually broadcast in advance. You may need to make decisions quickly. We'll work with you to make sure you're making the best decisions on the timeline you're given.
You chose to work for your company. Sometimes the right financial decision can feel like a vote against your past choices. We help you understand whats most valuable to the success of your financial plan.
It can be challenging to navigate the complex taxes of equity compensation. Vincere helps you not only navigate the taxes, we help you optimize your stock strategy with taxes in mind.
Vincere advisors are fiduciaries. We are obligated to put your needs above all else. You will receive only the advice that we believe provides the best outcome for you.
Understand the tax impacts of your Equity Comp. Know how much you'll owe in taxes way before the bill arrives.
Feel confident in your decisions around your company stock plan. Our Comprehensive approach can help you know you're making the right decisions for your financial future.
Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.