Understanding Equity Compensation: A Financial Planner’s Guide to RSUs, Stock Options, ESPP, and Performance Awards
In today’s competitive job market, equity compensation has become an increasingly common – and often significant – part of an employee’s total rewards package. From early-stage startups to large public companies, employers are using equity to attract, retain, and reward talent. While these benefits can be powerful wealth-building tools, they also bring wealth management complexities. Navigating taxation, vesting schedules, and an investment strategy can feel overwhelming without a comprehensive plan.
At Peak Asset Management, we help clients align equity compensation with their broader financial goals. Whether you’re just getting started or managing a growing portfolio of stock-based benefits, this guide aims to provide a clear, and user friendly overview of the four most common types of equity compensation: Restricted Stock Units (RSUs), Stock Options (ISOs and NSOs), Employee Stock Purchase Plans (ESPPs), and Performance Awards. We’ll also share practical tips to help you make informed, confident decisions.
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Download: Understanding Equity Compensation: A Financial Planner’s Guide to RSUs, Stock Options, ESPP, and Performance Awards
Noel Bennett, John McCorvie, Tara Hefty, Jason Foster, Terry Robinette, Brent Yanagida, Julie Pribble, Johnny Russell, Bethany Aylor, Sophie Berglund, Grant Bugner, Cassidy Steck | Peak Asset Management, LLC | 303.926.0100 | 800.298.9081 | 1371 E. Hecla Drive, Suite A | Louisville, CO 80027 | PEAKAM.COM
Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This content is developed from sources believed to be providing accurate information and may have been developed and produced by a third party to provide information on a topic that may be of interest. This third party is not affiliated with Peak Asset Management. It is not our intention to state or imply in any manner that past results are an indication of future performance. Copyright © 2025 Peak Asset Management
