Corporate Executives

Determining when to exercise your options and what options to exercise can be overwhelming. As an executive who has been granted various equity awards (stock options, RSU’s, restricted stock), putting together an overall strategy can be challenging.

Schedule A Call With Dan

With over 25 years of experience, Dan Langworthy has worked with executives from small start-ups to Fortune 1000 companies. Utilizing the latest technology, Dan works with executives to develop an overall plan that focuses on risk reduction and tax efficiency.

What Sets Us Apart

Unlike other wealth management firms, Fortress Financial combines a comprehensive capability of combining compensation award specialization with exclusive technology-based Equity Performance Formulas to provide custom, sound Equity Award Strategies for executives.

Watch The Video

Watch Dan’s three part series on employee stock options…

Understanding Your Company-Issued Stock Options

When Should I Exercise My Options?

Technology Used to Value Options