Sam and Andrea…
came to Passport Wealth Management (PWM) looking for advice on how to structure Andrea’s compensation package at work. Thanks to a series of career promotions, Andrea had the opportunity to structure the company stock portion of her benefits/compensation package and also needed guidance and advice on how to exercise her vesting stock options.
With two young children, thriving careers, and a go-go-go lifestyle, the couple revealed that they wanted to be less task-list oriented, to slow things down, be less busy and to create the space for Sam to work on passion projects.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. This is a hypothetical case study, not a statement of client experience. The situation described above is reflective of the processes, views and opinions of Passport Wealth Management and does not reflect the opinion or testimonial of any particular client.
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