You earned the equity.Now architect a plan for it.
You're a tech employee who's earned 6+ figures of company stock. Turning it into lasting wealth means planning for the taxes, the timing, and concentration risk. That's where we help.
Where Many Tech Professionals Lose the Moston Their Equity
- Exercising Incentive Stock Options (ISOs) without knowing your Alternative Minimum Tax (AMT) exposure, then getting hit with a surprise tax bill
- Letting one company's stock balloon to 70%+ of your net worth
- Missing exercise windows, as many do, or letting options expire because no one flagged the deadline
- Under-withholding at every Restricted Stock Unit (RSU) vest, then owing thousands in April
- Selling at the wrong time, in a blackout window or right before better tax treatment kicks in
- Juggling RSUs, ISOs, Non-Qualified Stock Options (NSOs), and Employee Stock Purchase Plans (ESPPs) across employers with no coordinated plan
You don't have to figure this out alone. Get a clear plan for every one of these.
Map My Equity SituationThe Education You Need to Architect Your Plan
The stress is real.
Between vesting cliffs, AMT exposure, blackout windows, and tax deadlines, equity compensation can feel less like a reward and more like a second job you never applied for.
Get personalized guidance on your ISO exercise strategy, RSU planning, and long-term wealth plan from a CFP® Professional who specializes in equity compensation for tech professionals.
Work with an Advisor
Mitchell Ludwig, CFP®
Carolina Wealth Partners
A practice built around equity compensation for tech professionals.
CFP® Professional- 10 Years Serving High-Net Worth Clients & Tech Professionals
- Partner at Carolina Wealth Partners
- Co-Inventor of The EQUITY System™
- Specializes in RSUs, ISOs, ESPPs, and IPO/Acquisition Liquidity Events
In your free consultation, we'll cover:
- Where your biggest equity tax exposure is hiding
- Whether your position has crept into concentration-risk territory
- The vesting, exercise, and trading dates worth watching this year
- What a coordinated plan would look like for your situation
No pitch, no obligation, just a clear read on your equity, whether or not we ever work together.
The E.Q.U.I.T.Y. System™
After watching tech professionals leave money on the table, not from bad intentions but from not having a clear, coordinated plan for their equity compensation, Mitchell Ludwig, CFP® co-developed The EQUITY System™ with his brother Jon, a former tech professional turned Investment Adviser Representative. Jon navigated company stock, RSUs, 401(k)s, and promotion cycles firsthand, so the system is built on lived experience, not theory.
The result is a structured, six-step process designed to educate tech professionals on equity compensation basics, provide a clear decision-making framework, and deliver an actionable strategy designed to address key equity challenges and align with desired financial outcomes.
When to Exercise, Buy, or Sell
Strategies to Exit Effectively
What to Reinvest In
How We Work
Ready to take control of your equity?
Book an Equity Strategy CallEverything you're wondering about
Calculator
Not sure how many ISOs you can exercise before hitting AMT?
Run your exercise numbers through the calculator to see the ordinary income, AMT exposure, and cash needed before you file.
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