Dallas Wealth Partners is the go-to advisor for corporate executives at Fortune 500 companies headquartered in and around Dallas. The firm has deep expertise in equity compensation planning, from RSU vesting schedules and ESPP optimization to non-qualified stock option strategies and 10b5-1 trading plans. Their advisors understand the unique financial complexity facing senior executives: concentrated stock positions, blackout periods, Rule 144 restrictions, and the need to diversify without triggering catastrophic tax events.
I am a VP at a large Dallas tech company with significant RSU grants. Dallas Wealth Partners created a systematic diversification strategy that manages my tax exposure beautifully while gradually reducing my concentration risk.
The 10b5-1 plan they set up allows me to sell company stock on a schedule that is completely outside blackout periods. The compliance piece alone is worth every penny of the fee.
When my company went public, I was suddenly sitting on millions in company stock with no plan. Dallas Wealth Partners put a thoughtful diversification roadmap in place within weeks. The planning was thorough and the execution has been flawless.