A Specialized Approach
Xpotential has been guiding Career and Investment decisions for Tech Professionals for over 20 years.
EARN – GROW – PROTECT
By integrating our wealth management and career advisory practices, we are uniquely positioned to advise on designing a roadmap that leverages career capital, optimizes equity compensation, maximizes the value of the portfolio while providing protection for economic downturns.
EARN
CAREER ADVISORY
- Actionable insights to maximize career capital
- Guidance on company and role selection
- Salary, option grant and contract analysis
- Trusted Advisor for all career decisions
GROW
WEALTH MANAGEMENT
- Portfolio Management
- Asset Allocation
- Guidance when to hold, buy and sell company options
- Integrating equity compensation into financial plan
- Tax Strategies
- Retirement planning
PROTECT
RISK MANAGEMENT
- Strategies to safeguard portfolio from the downturns associated with business cycle corrections
- Ability to diversify or hedge concentrated stock positions
- Sounding board to help drown out media noise in decision making
- Trusted Advisor for all financial decisions