Corporate Executives

At Oakwell, we understand the unique challenges faced by tech industry professionals in their financial planning journey. Navigating the innovative and dynamic tech landscape adds complexity, and we pride ourselves on offering a uniquely tailored approach to help clients overcome challenges and achieve their financial goals. Our commitment is characterized by a blend of creativity and competence in every financial decision we make.

Corporate Executives | Oakwell Private Wealth Management

Why Choose Oakwell

  • Equity Compensation: We demystify the intricacies of equity compensation, offering tailored guidance on stock options, RSUs, and other structures to optimize benefits and minimize tax liabilities.
  • Executing Exit Plan: We specialize in executing strategic exit plans, navigating crucial tax implications associated with equity compensation.
  • Navigating Concentration Risk: We assist you in managing concentration risk associated with employer stock by helping you identify a reasonable concentration level and providing insights with a strategic diversified approach.
  • Liberating Your Time: We know you have many demands commanding your time.  Let Oakwell apply our expertise to take the research and education of your dynamic financial situation off your plate. 

Let Oakwell’s CERTIFIED FINANCIAL PLANNER professionals guide your financial journey with expertise, empathy, and a genuine commitment to your peace of mind. Craft a legacy that's not just financially sound but emotionally enriching—a chapter resonating with purpose and legacy.