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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.

Executive & Equity CompensationExecutive & Equity Compensation
Executive & Equity Compensation
Why This Matters

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.

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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.

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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

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

Protect today,
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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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