Welcome!
You have stock comp (NSOs, ISOs, RSUs), but it's confusing. What decisions can you make? How will taxes work? And what changes when a liquidity event occurs? You're in the right place!
What Is This Knowledge Base?
This site was designed to be Everything You Need to Know About Stock-Based Comp; Organized As "Documentation." While there are many resources for stock-based-comp, they're limited in many ways (long PDFs, non-searchable, single-topic blog articles, lacking examples, incomplete information, etc.). This knowledge base seeks to fix that. When you have questions about your stock comp, we want to be your go-to resource:
All our content and tools are freely available (no paid subscription, or even login, required)
130+ pages (and growing) of well-organized, interlinked, high-quality content
100+ flow charts and example calculations
All written/created by the experts at 30-40 Wealth Partners; a wealth advisory firm that specializes in financial, tax, and investment planning for tech professionals
How To Find What You're Looking For
[Option 1]: Search
There are over 130 pages on this knowledge base (and growing). If you know what you're looking for, just search for it!
[Option 2]: Start With One of Our Top-5 Most Popular Pages:
[Option 3]: Table of Contents
The left hand bar of this site contains a table of contents for the entire knowledge base
Who Is 30-40 Wealth (And Why Did We Build This Portal)?
We're a wealth management firm that specializes in the unique financial planning and investment strategy needs of tech professionals. Our clients are founders, early employees, and/or senior executives with significant income and/or wealth from stock-comp.
We built this portal to make it easier for everyone (client or not) to understand, and make better decisions regarding, their stock-comp. That said, we're also keenly aware of how challenging and time intensive that can be. If you'd like expert help optimizing your stock comp, tax strategy, investments and/or personal finances -> let's chat!
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