Our Services
Executive & Equity Compensation
We specialize in helping engineers, executives, and technical professionals navigate complex compensation packages: stock options, RSUs, and deferred comp. We’ve worked with professionals from Apple, Google, Microsoft, Amazon, and Tesla, structuring plans that balance liquidity, taxes, and long-term wealth growth.
Equity packages such as RSUs, stock options, or deferred comp can create generational wealth. But without the right structure, they can also create tax headaches, liquidity traps, and missed opportunities. At Revise, we help engineers, executives, and technical professionals turn complex compensation into clarity.
Our Approach
- Stock Options: Plan optimal exercise timing to minimize taxes and maximize long-term upside.
- RSUs: Build strategies for diversification, liquidity, and avoiding concentration risk.
- Deferred Compensation: Align payouts with your retirement path and broader wealth goals.
- Tax & Liquidity Balance: Blend income planning with portfolio design to avoid surprises.
What Makes Revise Different
Big Tech Experience
We’ve worked with professionals at Apple, Google, Microsoft, Amazon, and Tesla, structuring compensation into durable wealth.
Institutional-Level Precision
We model scenarios the way a trading desk would: with risk, timing, and after-tax outcomes fully considered.
Independent Fiduciary Advice
No conflicts of interest, no internal product pushing—only guidance aligned with your best outcomes.
Who We Serve
While Revise is open to all, our executive & equity compensation services are particularly well-suited for:
- Engineers, executives, and technical leaders with significant equity exposure.
- Professionals facing concentrated positions in their employer’s stock.
- Families who need tax-aware planning for major compensation events.
FAQs
Most planners start with guesswork or generic software. We start with your actual portfolio data and build a plan that reflects your reality, not hypotheticals.
We address retirement timelines, Roth conversions, estate design, tax strategy, and glide path evolution across all your accounts. The goal is to bring every piece of your financial life into alignment.
Yes. We map out income streams from Social Security, pensions, retirement accounts, and taxable assets so you know when and how to draw from each in the most tax-efficient way.
We don’t draft legal documents, but we coordinate closely with your estate attorney to structure accounts, trusts, and transfers in line with your long-term legacy goals.
Yes. Life events, tax law, and market conditions change. Your plan adapts along with them, so it is always relevant rather than a one-time exercise.
We’re not a CPA firm, but tax strategy is embedded in everything we do. We also work with your accountant to ensure your tax planning and portfolio strategy are fully coordinated.
Planning is most effective once you’ve accumulated meaningful assets. That is when tax coordination, retirement timing, and estate decisions start compounding in real ways.
Next Steps
The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
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