Executive & Equity Compensation Planning

Making Complex Compensation Decisions With Confidence and Control

At Diamond Mountain Financial, Equity Compensation Planning helps executives and professionals navigate stock options, RSUs, and incentive plans with clarity. We focus on tax timing, diversification, and reducing concentration risk, while aligning equity decisions with broader financial goals. The result is a plan you can execute with confidence.

Equity is treated as part of a sustainable strategy—not a one-time event. Diamond Mountain Financial helps you understand trade-offs, avoid common pitfalls, and make decisions that support long-term wealth rather than short-term pressure.

Is this service right for me?

• You receive equity compensation
• You are unsure when to exercise or sell
• You want to manage tax exposure and concentration risk

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