Unwinding a Concentrated Stock Position

Is Your Wealth Tied to a Single Stock Position?

In this chapter of "A Business Class Wealth Vision", Wayne Wagner Jr., ChFC shares strategies to find more secure financial footing for executives who find a large share of their wealth tied up in concentrated stock positions.

What You'll Learn

With this free download, you'll find answers to questions like:

What strategies help me reach a more balanced portfolio and potentially reduce volatility?
How do I manage the tax implications of selling my company's stock or exercising my options?
How do I turn concentrated wealth into more reliable and sustainable wealth?

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Leaning on Experience

For executives who find themselves and their net worth relying on a concentrated stock position, the risks can undermine the sense of security wealth is supposed to bring.

Unlike your common investor, pharmaceutical executives with long term incentive stock options have personal (and interpersonal) obstacles to navigate to reach a more diversified portfolio.

When should I begin unraveling my concentrated stock position?
How do I manage the upside potential vs. the downside risk?

At Vizionary Wealth Management, Wayne Wagner Jr., ChFC works to help clients transition from these concentrated stock positions to a less volatile diversified portfolio in pursuit of your larger financial objectives.

Today, there are a few ways you can take the first step to do that:

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Our passion is helping people, families, and communities grow. If you or someone you know would find it helpful, please enjoy our free download of this chapter from the "A Business Class Wealth Vision".

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Schedule Time with Wayne

The fastest way to get answers to your financial questions - schedule a time to meet with Wayne Wagner Jr., ChFC. You bring your questions, we'll bring our experience.

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