Equity Is Opportunity.
Make It Count.
Connect with advisors who help investors manage stock sales, option exercises, concentrated positions, and liquidity events.
The decisions you make today affect your long-term financial position.
Whether your liquidity stems from a stock sale, option exercise, RSUs, or a shift in your portfolio, navigating the event correctly requires clarity and expertise. Tax exposure, timing, diversification, and reinvestment strategy all play a role in shaping what your liquidity becomes tomorrow. Working with an advisor who understands equity-based wealth planning helps you move forward with structure and confidence.
Capivise connects you with professionals who specialize in these equity-driven transitions.
Get matched with an advisor who understands equity-based wealth.
- Managing concentration risk without disrupting long-term strategy
- Tax-efficient liquidation of stock and equity compensation
- Reinvesting proceeds to match short- and long-term goals
- Hedging strategies and downside protection
- Understanding how your liquidity affects retirement and estate planning
Ready to see your potential advisor match?
Begin your pre-qualification now.