service - equity compensation
Executive Compensation
Your executive compensation package is more than a paycheck. Between RSUs, ESPPs, stock options, deferred comp, 401(k) matching, and HSA benefits, a significant portion of your total earnings comes with vesting schedules, tax implications, and decisions that have to be made in narrow windows.
You may begin to wonder:
How much of my net worth should be tied up in my employer's stock?
Am I planning ahead for the tax hit at each vest, or reacting after the fact?
Am I making the most of every benefit my company offers me?
The answer to these questions lies in a coordinated executive compensation plan.
At Cottage Hill Capital, we help you turn every grant, vest, and sale into a deliberate piece of your long-term financial plan.
We work with you to:
Map your full compensation across equity, salary, and benefits
Plan ahead for taxes at vest, not after the bill arrives
Decide when to sell company stock, when to hold, and why
Diversify away from over-concentration in a single employer's stock
Identify tax-efficiencies like tax-loss harvesting and donor-advised funds
Optimize your 401(k), HSA, and other benefits alongside your equity
Coordinate your plan through promotions, relocations, and job changes
Free guides
Built for your company's equity plan
No sales pitch. No email gate. Just practical, company-specific guides to help you make smarter decisions about your equity, taxes, and benefits.
Amazon employees
Amazon RSU optimization playbook
For Amazon employees working through the 5/15/40/40 vesting schedule, planning for the big tax years, and coordinating RSUs with your 401(k) and HSA.
Download guideVisa employees
Visa RSU and ESPP checklist
A step-by-step checklist for Visa employees managing RSUs and ESPPs, from grant through vest to sale, with the tax and concentration-risk decisions built in.
Download checklistready to get started?
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© 2025 Cottage Hill Capital. All rights reserved. Powered by Tango Advisor Marketing