How We Work With
Are you a tech employee looking to make smart decisions with your money? At Mainstay Capital, we offer comprehensive wealth management services tailored to your individual needs, wants and interests. Our experienced team of advisors have a fiduciary duty to act in your best interest at all times - plus our flat fee structure means there are no hidden fees or commissions.
Things to consider:
1. How much money can I allocate towards investing?
2. How much risk am I willing to take on?
3. Are there any laws or regulations I need to be aware of when it comes to investing in stocks?
If you have stock options:
1. What type of stock options do I have? Is it ISO, NSO, RSU, or RSA?
2. How long is the vesting period for my stock options?
3. Do my stock options expire at a certain point in time?
4. What are the tax implications for exercising my stock options?
5. Is there a certain exercise strategy I should use?
At Mainstay Capital, we understand the unique financial needs of tech employees and are dedicated to providing comprehensive wealth management services tailored specifically to your situation. With us, you can rest assured that you are getting unbiased advice from an experienced advisor with a fiduciary duty to act in your best interest at all times - plus, our flat fee structure means there are no hidden fees or commissions. Click the "Schedule a call" button for a free consultation.