Taxed-Advantaged Strategies for Concentrated Portfolios

Bay Area residents, particularly those who’ve been working in tech for some years, are likely to have accumulated a narrow – not diverse – stock portfolio. A not-so-recent trend in the Valley has been to augment salaries with RSUs and other stock compensation. You may not even recognize the risks your concentrated stock pose to your overall financial future.If you’re wondering how to optimize your position, diversify your portfolio, minimize taxes, and avoid the penalties and interest you’ve been paying at tax time, join us for this Seven Diversification Tools: Taxed Advantaged Strategies for Concentrated Portfolios webinar – replay on-demand below!

Webinar Replay

Webinar Replay image

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

Chief Growth Officer