Stock Portfolio Services

Stock Portfolio Management

When your company offers stock options, be they restricted stocks, employee stock purchase plans, or performance awards, you are offered the chance to tie some of your compensation to the performance of the company. When you are in some way a part-owner of the company you work for, it can be thrilling to see projections of excellent growth and returns. However, those stocks also come with contingencies and rules, as well as the potential for your tax burden to increase if you move them or sell them without careful consideration. There is also a range of how much of your compensation you can take as stock options, presenting you with a choice of how much to invest.

Benefits of Stock Management Services with a Financial Planner

A financial planner can guide you through every step of the process: if your employer offers various forms of stock options, your financial planner can advise you on which options stand to benefit you the most. They can also help you decide when, if ever, is the best time to liquidate stock plans to fund other financial instruments. When you go through a major change, like leaving your current company for a new job, or when you want to make a large purchase, such as a substantial down payment on a home, your financial planner can help you decide when it makes sense to make changes to your stock portfolio.

The Altus Wealth Group Advantage

With decades of experience in wealth management, the financial planners at Altus Wealth Group will assist you in understanding your stock plan and making it fit your financial goals. Our approach is personalized to your needs and your future plans; we use financial vehicles, including stocks, as a way to get you where you want to go. Trust the high-quality, comprehensive approach at Altus when you begin your stock planning choices.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Copyright © 2019 Altus Wealth Group | Powered by AdvisorFlex