Inflection Point Wealth Management is a financial planning firm built exclusively for executives at public and private companies who hold equity compensation.
Most financial advisors treat equity comp as a line item. We treat it as the center of the plan. Our clients hold RSUs, stock options (ISOs and NSOs), ESPP shares, deferred compensation, performance shares, and employer retirement plans. We build one coordinated strategy across all of it.
The challenge most executives face isn’t any single program — it’s the gaps between them. Default tax withholding that falls short. Concentrated stock positions that accumulate without a plan. ISO exercises made without modeling the AMT impact. Advisors, CPAs, and stock plan administrators who each do their job but never coordinate. These gaps cost executives tens of thousands of dollars every year.
We close those gaps.
Our process integrates equity compensation strategy, tax-aware portfolio management, and comprehensive financial planning into a single, proactive framework — reviewed quarterly and adapted as your compensation, your career, and the markets evolve.

Inflection Point Wealth Management

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Inflection Point Wealth Management

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