You earned the equity.Now architect a plan for it.
You're a tech employee who's earned 6+ figures of company stock. Turning it into lasting wealth means planning for the taxes, the timing, and concentration risk. That's where we help.
Where Tech Professionals Lose the Moston Their Equity
- Exercising ISOs without knowing your AMT exposure, then getting hit with a surprise tax bill
- Letting one company's stock balloon to 70%+ of your net worth
- Missing exercise windows or letting options expire because no one flagged the deadline
- Under-withholding at every RSU vest, then owing thousands in April
- Selling at the wrong time, in a blackout window or right before better tax treatment kicks in
- Juggling RSUs, ISOs, NSOs, and ESPP across employers with no coordinated plan
You don't have to figure this out alone. Get a clear plan for every one of these.
Map My Equity SituationEverything You Need to Architect Your Plan
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.
In your free 30-minute consultation, we'll cover:
Where your biggest equity tax exposure is hiding- Whether your position has crept into concentration-risk territory
- The vesting, exercise, and trading dates worth watching this year
- What a coordinated plan would look like for your situation
No pitch, no obligation, no plan handed over on the spot, just a clear read on your equity, whether or not we ever work together.
Work with an Advisor
Mitchell Ludwig, CFP®
Carolina Wealth Partners
A practice built exclusively around equity compensation for tech professionals.
- 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™
After watching tech professionals leave money on the table, not from bad intentions but from not having a clear, coordinated plan for their equity compensation, Mitchell Ludwig, CFP® co-developed The EQUITY System™ with his brother Jon, a former tech professional turned Investment Adviser Representative. Jon navigated company stock, RSUs, 401(k)s, and promotion cycles firsthand, so the system is built on lived experience, not theory.
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 Exercise, Buy, or Sell
How to Liquidate Effectively
What to Reinvest In
How We Work
Ready to take control of your equity?
Book an Equity Strategy CallEverything you're wondering about
Start Your Learning Journey Today
Free tool
Not sure how many ISOs you can exercise before hitting AMT?
Run your exercise numbers through the calculator to see the ordinary income, AMT exposure, and cash needed before you file.
Try the AMT Calculator
Important disclosures
Mitchell Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Adviser Representative of Carolina Wealth Partners. Securities are offered through United Planners Financial Services, Member FINRA/SIPC. Carolina Wealth Partners and The Equity Architect are separate entities. Jon Ludwig is a Series 65–registered Investment Adviser Representative and promoter.
All content on this page is for informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Examples, illustrations, and client archetypes are composite in nature and do not represent any specific client. All tools and calculators are estimates only. Consult a qualified tax advisor or CFP® professional before making any financial decisions.
All marketing content is reviewed and approved by United Planners compliance in accordance with SEC Marketing Rule (Rule 206(4)–1). Past performance is not indicative of future results.