Neil Jesani Wealth Management, LLC

About Neil Jesani Wealth Management, LLC

Equity Compensation Planning Founders and executives often hold a substantial share of their wealth in one company’s stock. Neil Jesani Wealth Management, LLC works with clients on restricted stock units, incentive stock options, employee stock purchase plans, and concentrated positions. Planning addresses vesting schedules, exercise timing, holding periods, and how those shares sit within the wider financial picture. Work completed ahead of an IPO, acquisition, or secondary sale generally leaves more room to plan. Tax and estate work is provided through affiliated firm Neil Jesani Advisors, Inc.