The Unlock Your Wealth Roadmap Webinar
Learn how Target Rock Wealth Management helps public company executives unlock their wealth held in a single stock.
Paying taxes while selling your company stock?
This webinar is for public company executives who have a concentrated stock position with a significant capital gains tax liability.
Between a rock and a hard place
Taxes may be discouraging you from selling your low-basis stock, locking you into an outsized risk.
Options on the table
How we use tightly-engineered, risk-managed options trading strategies to unlock your wealth, and invest in a custom counterbalance portfolio.
The Roadmap forward
If you are ready to diversify the risk in your portfolio while offsetting taxes, here's what to expect.
Matthew McKee, CFA, CFP®
Target Rock Wealth Management, Principal
Adrian Colarusso, CFA, CFP®
Target Rock Wealth Management, Wealth Advisor