Take control of your
Restricted Stock Units
Helping tech professionals understand, plan, and maximize their equity compensation — without the guesswork or costly mistakes.
Are you a busy tech professional who...
Exercises ISOs without knowing your AMT exposure
The spread between your strike price and FMV creates an AMT preference item. Find out how many shares you can safely exercise before triggering a surprise tax bill.
Calculate AMT exposureHolds 70%+ of your wealth in a single company's stock
When your employer's stock makes up most of your net worth, one bad earnings report can set you back years. Learn proven diversification strategies for equity-heavy portfolios.
Read the guideGets hit with a surprise tax bill at every vest date
RSUs are taxed as ordinary income when they vest — at your marginal rate, often 30–40%+. Estimate your withholding gap before your next vest date.
Simulate your tax impactYour equity, fully covered
From free calculators to personalized advice — we have the resources to help you make smarter decisions at every stage of your equity journey.
Free Tools & Calculators
Estimate your AMT exposure, simulate RSU tax impact, and calculate the portfolio value you need for financial independence — all in minutes.
Understanding Equity 101
New to ISOs, RSUs, or AMT? Start here. Our plain-English guides walk you through how equity compensation works and what it means for your taxes.
Expert Advisor Access
Work one-on-one with Mitchell Ludwig, CFP®, who specializes in equity comp for tech professionals. Get a strategy built around your specific situation.
Guides & Literature
Download our free Equity Compensation Handbook and deep-dive resources. Curated for engineers and managers at pre-IPO and public tech companies.
The stress is real.
Between vesting cliffs, AMT exposure, blackout windows, and tax deadlines — equity compensation can feel less like a reward and more like a second job you never applied for.
Get personalized guidance on your ISO exercise strategy, RSU planning, and long-term wealth plan from a CFP® who specializes in equity compensation for tech professionals.
Work with an Advisor
Mitchell Ludwig, CFP®
Carolina Wealth Partners
- Registered CFP® Professional
- 10+ Years Serving High-Net Worth Clients & Tech Professionals
- Partner at Carolina Wealth Partners
- Co-Inventor of The EQUITY System™
- Specializes in RSUs, ISOs, ESPPs, and IPO/Acquisition Liquidity Events
Mitchell Ludwig is a CFP® and Registered Investment Adviser Representative of Carolina Wealth Partners. Securities offered through United Planners Financial Services, Member FINRA/SIPC.
The E.Q.U.I.T.Y. System™
Mitchell Ludwig, CFP® developed The EQUITY System™ after watching tech professionals repeatedly leave money on the table — not from bad intentions, but from not having a clear, coordinated plan for their equity compensation.
The result is a structured, six-step process that gives you three clear outcomes — so you move from overwhelmed to confident, with a plan you can actually execute.
When to Sell
Know exactly which shares to sell, and when — without second-guessing the market or missing critical trading windows.
How to Liquidate Effectively
Exit your concentrated position with a surgical, tax-optimized strategy that protects what you’ve earned.
What to Reinvest In
Replace single-stock risk with a diversified, institutional-grade portfolio built for long-term, generational wealth.
Everything you're wondering about
What you need to know about working with us.
Learn the fundamentals
Free Download
The Tech Employee's RSU Survival Guide
5 Costly Mistakes at Your First Vest
- What "ordinary income at vest" actually means for your taxes
- The withholding gap that catches most employees off guard
- When to sell immediately vs. hold for long-term gains