Reach Strategic Wealth
Financial Service
Why pick this one
Reach Strategic Wealth specializes in $1M+ concentrated stock planning and corporate exit planning for North Carolina executives.
Best for
- $1M+ concentrated company stock positions
- North Carolina executives planning a corporate exit
- Executives managing RSUs, ISOs, NSOs, or deferred compensation
- Tax-efficient diversification of highly appreciated stock
- Founders considering Section 1202 / QSBS planning
Specialties
- Concentrated stock position planning for $1M+ holdings
- Exchange fund strategies
- Direct indexing
- 10b5-1 plans
- Charitable remainder trusts
- Qualified opportunity zone funds
- Section 1202 / QSBS planning
- Corporate exit planning
- Equity compensation planning
Certifications
- CFP®
- EA
- AFC®
What makes them different
- Fee-only boutique firm specializing in concentrated stock and corporate exit planning
- Focuses on clients with $1M+ in a single stock
- Coordinates diversification, taxes, charitable giving, equity compensation, and corporate exit timing
- Offers planning for RSUs, ISOs, NSOs, deferred compensation, and company stock
- Serves North Carolina executives and senior professionals
Distilled from this business's own website.
Contact & Location
- Address
- 101 S Marshall St, Winston Salem, NC 27101-2832
- Website
- http://reachstrategicwealth.com
Services
- Concentrated stock planning
- Corporate exit planning
- Tax planning
- Charitable giving strategies
- Retirement and income planning
- Health coverage transition planning