Stock Option Planning

Unlike a salary or a bonus, stock options require decisions by the option holder to realize any value.  At RegentAtlantic Capital we have learned from our clients that there is basically one question to answer:  which options should I exercise and when?  Clients with employee stock options have to make decisions on various option grants with different vesting schedules and a constantly changing stock price.  This makes the analysis complicated and confusing.   We employ a proprietary decision strategy to analyze the data and provide specific exercise recommendations for each grant.  Maximizing the after-tax value of stock options can be a significant contributor to achieving one’s financial goals. 

Barrons

Barron's first ever listing of Top 100 Independent Financial Advisors for 2007. More

Awarded Best in Tech

RegentAtlantic Capital named Winner of 2006 "Best-in-Tech" at Schwab Institutional's IMPACT Awards™ program! More