Equityarchitects

The Equity Architect helps technology professionals understand and plan for the financial complexities of company stock and equity compensation. Its resources address Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), Non-Qualified Stock Options, Employee Stock Purchase Plans, and equity-related events such as IPOs and acquisitions. Free tools include an ISO AMT calculator for estimating potential tax exposure, income, and cash needs, along with resources for considering RSU tax impacts and portfolio concentration. The Learning Center offers plain-English education on equity compensation and tax topics.

For personalized guidance, clients can book an equity strategy call and work with Mitchell Ludwig, a Certified Financial Planner® professional who specializes in equity compensation for tech professionals. The firm’s co-developed E.Q.U.I.T.Y. System™ is a six-step process intended to help clients build a coordinated, actionable plan for exercising, holding, selling, and reinvesting. The Equity Architect works alongside clients and their tax professionals; its website states that its tools provide estimates and that its content is educational, not personalized tax, legal, or investment advice.