Financial Planning for the Tech Industry
At Composition Wealth, our team of professionals is experienced at helping those in the tech industry take advantage of investment opportunities while securing long-term financial well-being.
Protect and Grow Your Wealth so You Can Achieve Your Financial Dreams
LEARN MORE WITH OUR FREE FINANCIAL GUIDE
If you have most of your wealth invested in a single tech company, we can help protect and grow your wealth. At Composition Wealth, our team of professionals is experienced at helping those in the tech industry secure long-term financial security.
OUR GUIDE COVERS:
- Identifying and managing concentrated stock positions
- Customized financial planning strategies
- Tax planning
- Pure diversification vs. capital gains tax
- Hedging with options
- Exchange funds for immediate diversification
- Direct indexing for tax efficiency
- Legal considerations: 10b5-1 trading plans
Get Your Free Financial Guide
Composition Wealth, LLC (“CW”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CW and its representatives are properly licensed or exempt from licensure. CW and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Privacy Policy