Stock Option Strategies

At the Patman Wealth Management Group of Wells Fargo Advisors, we specialize in comprehensive company stock management strategies, ensuring you maximize the value of your equity compensation. Our expertise covers a range of options, including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), 83(b) elections, and 10b5-1 plans.

Understanding Equity Compensation
Navigating the complexities of equity compensation can be challenging. We help you understand the implications of RSUs and ISOs, providing guidance on how to optimize your benefits while aligning them with your overall financial goals.

Strategic RSU Management
With RSUs, timing and tax implications are critical. Our team offers tailored strategies for managing your RSUs, including advice on vesting schedules, tax planning, and timing your sales to minimize tax liabilities while maximizing financial gains.

Incentive Stock Options (ISOs)
ISOs can offer unique tax advantages, but they also require careful planning. We help you understand the requirements and implications of exercising ISOs, including the potential for Alternative Minimum Tax (AMT), ensuring you make informed decisions that align with your financial strategy.

83(b) Election Guidance
The 83(b) election can be a valuable tool for managing your tax exposure on equity compensation. We provide insights into whether this election is appropriate for your situation, helping you navigate the complexities and maximize potential tax benefits.

10b5-1 Plans for Strategic Selling
Our team can assist in setting up 10b5-1 plans, which allow for systematic selling of your company stock while mitigating insider trading risks. This structured approach helps you maintain compliance while executing your financial strategy.

Ongoing Monitoring and Adjustments
The landscape of equity compensation is dynamic. We continuously monitor your company stock holdings and market conditions, providing proactive adjustments to your strategy as needed to ensure alignment with your financial objectives.

Education and Support
We prioritize client education, offering resources and insights to help you fully understand your options. Our goal is to empower you to make informed decisions regarding your equity compensation.

Contact us today to learn how our company stock management strategies can help you optimize your equity compensation and enhance your financial future.