Incentive Stock Options (ISOs) are a form of equity compensation, offering employees a share in the potential appreciation of a company's value, with preferential tax treatment. Many of our clients have been (or will be) granted ISOs by their employer during their career. Deciding whether and when to exercise ISOs and sell shares can be difficult and
Rick Pouliot —
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If you are like many of the clients who have sought us out, you lack confidence in your current advisor. You're looking for answers that you haven't been able to find with any satisfaction. You are looking for assurance in the information you get from advisors. You're looking for a long-term relationship with someone who cares about you as much, if