Before founding Blackshire Wealth Management, Henry spent a decade in enterprise software, including six years at SAP, where he was VP of Customer Success. He has lived the vesting calendars, the ESPP elections, and the concentrated single-stock risk that come with a tech career, and he built this practice to plan for exactly that.
This isn't a sideline for us. It's a specialty.
Get the Free Tech Employee GuideWe model the tax impact of every vesting event and help you decide when to sell, hold, or diversify, before it's too late.
Exercise timing, AMT exposure, and early-stage equity strategy, in plain English, before your options expire.
Too much wealth in one stock? We have strategies to reduce risk while keeping the tax impact manageable.
We help you maximize your employee stock purchase plan and integrate it into your bigger financial picture.
Your financial life is more complex than most. We're built for exactly that complexity.
We build out a full equity schedule, model the tax impact of each vest, and help you make informed decisions well in advance.
Between ISO exercises, W-2 income, and capital gains, your tax picture is complicated. We keep it from getting expensive.
Strategies to reduce single-stock risk over time (exchange funds, systematic selling, and charitable vehicles) built to keep the tax impact manageable.
New offer on the table? We'll model the total compensation, unvested equity, and tax implications before you decide.
Maximizing your company plan, including after-tax contributions and in-service rollovers when available.
If FI is the goal, we'll model exactly what it takes: the portfolio size, withdrawal rate, and tax strategy to get you there.
Equity packages, ESPP mechanics, and tax timing differ by employer. If you work at one of these, start here.
Coordinated planning for Vanguard professionals: equity, the Vanguard retirement plan, and a tax-aware long-term strategy.
Your first call is 30 minutes. No obligation. We'll walk through your equity, your tax picture, and what a coordinated plan could look like.
Schedule a Free Intro Call