​​​​​​​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

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