Own Too Much Employer Stock?
Own Too Much Employer Stock?
We help high-earning tech employees unwind concentrated employer stock—without triggering a tax bomb. We don’t just build your plan—we execute it.
Your RSUs Are Vesting. So Is The Risk.
40–50% of your net worth is likely sitting in your employer’s stock. You haven’t sold - not because it’s the smart move, but because no one’s given you a clear, tax-aware plan. Meanwhile, your RSUs keep vesting, your exposure keeps growing, and so does your tax liability. If this compensation came in cash, would you turn around and use it to buy your company’s stock? If the answer is no, then doing nothing isn’t ideal—it’s a risk you’re taking every single quarter, by default.
How We Help.
We solve your overexposure
Too much of your net worth is tied up in your company stock. We'll help diversify you into a stable portfolio—public, private, and beyond.
We solve your tax panic
We build a tax-aware strategy to sell your RSUs without triggering a massive bill—then we execute it for you.
We look for your missed tax breaks
You could be leaving money on the table. We unlock strategies like Roth conversions and charitable giving you didn’t know you qualified for.
We solve the “I don’t know what to do” problem
You get a dedicated advisor who handles the planning—and executes it step by step so you don’t have to guess.
Titan is a Registered Investment Advisor that helps you manage your full financial life — investing, equity compensation, retirement, and more.
Share your situation through a 60 second form.
Speak to one of our in-house advisors.
We build and execute your plan. You get a tax-smart diversification strategy—and we carry it out for you.
What's Next?
You’ll be paired with a dedicated advisor who specializes in helping clients unwind concentrated equity positions—without triggering a tax bomb.
You get a real human. One who’s done this before. And they’ll carry out the plan with you—step by step.
With Markets Down, Now Is The Window.
The cost of doing nothing isn’t just “not optimized.” It’s actively risky.
This isn’t about being “too concentrated” in theory. This is about your RSUs vesting every quarter and locking you into tax inefficiency by default. The win isn’t beating the market—it’s protecting your future net worth from your own employer’s stock.
We’ve Helped Thousands Navigate This.
Explore how clients approach equity planning—and what a smart, tax-aware RSU strategy actually looks like.
