Stock Option and RSU Management

Restricted Stock Units (RSUs) are a valuable form of equity compensation that can support long‑term wealth building. For many technology professionals, RSUs represent a meaningful portion of total compensation and can play an important role in overall financial planning. 

When RSUs vest, the value of the shares is generally treated as taxable income. Understanding how vesting schedules, tax withholding, and trading or blackout restrictions work can help you make more informed decisions about when and how to manage your shares. Employer plans may also include features such as different settlement methods, dividend equivalents, or opportunities to defer share delivery, all of which can affect the timing and tax impact of RSUs. 

Because RSUs increase exposure to company stock, they can also create concentration risk over time. Thoughtful planning around diversification, cash flow, and investment allocation can help balance equity compensation with broader financial goals. 

Our team can assist you in evaluating how RSUs fit into your overall financial picture and guide you in making choices that support your long‑term success.