Challenges with Equity Compensation?

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Integrated Tax, Financial Planning and Investment Expertise

RSUs vesting? Stock options to exercise? All creating higher taxes?

Is your tax plan deeply integrated with your investment plan?

For leaders with equity compensation, tax planning may be even more important than investment planning. In addition to working with clients, Capital Stewards’ team has firsthand experience with equity ownership.

Our approach is to deeply integrate all facets of your financial picture to reduce taxes and simplify your life.

Start a conversation with us or check out the resources below to uncover unique strategies for executives.

Modern Fiduciary Approach To Wealth Management

We are fiduciaries. That means we are financial advisors that combine a transparent, fee-only structure with simple digital experiences and in-person professional guidance to help clients achieve their goals. Our firm is based in Huntsville, but we work with clients across Alabama, Tennessee and Georgia.

Three Simple Steps to Get Started:

  • In 20-30 minutes, we simply get to know each other. We ask questions to better understand your situation and goals. If you feel our services are a fit for your needs, we schedule a free one-page plan assessment.

  • We gather basic information from you to build a unique assessment of your situation. We deliver a “one-page plan” of recommendations that are yours to keep. We often address key concerns right here! Then we discuss a proposal for a financial planning workshop to fully address your retirement, investing and wealth planning concerns.

  • Ahead of the workshop, we use digital tools to gather information and fully assess your financial situation. We provide professional expertise and guidance to fully address your biggest retirement, investing and wealth management challenges. We create a roadmap to achieve your goals and discuss how to implement your plan moving forward.