/ For Tech Executives
For Tech Executives
Asset management for Silicon Valley tech executives.
Propulsion helps tech executives and equity-compensated professionals manage RSUs, stock options, concentrated company stock, IPOs and tender offers, taxes, and the path from equity to lasting financial independence.
Sound Familiar?
Equity built your net worth. Now it needs a strategy.
Most of your net worth is concentrated in one company's stock
An IPO, tender offer, or acquisition is opening a liquidity window
You want to diversify without triggering unnecessary taxes
RSUs, ISOs, NSOs, and ESPP shares each carry different tax consequences
AMT and multi-year equity tax decisions create expensive surprises
A demanding role leaves little time to manage a growing financial life
1/ Understand where you are
Grants, vesting timeline, concentration, upcoming liquidity events, and goals.
2 / Design the equity plan
Exercise and sale sequencing, 10b5-1 structure, AMT management, and diversification.
3 / Build beyond the company
Invest the proceeds into a durable, tax-aware plan for financial independence.