Articles

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

We're pleased to announce that advisors Laura Barry, Ashley Iddings, Donna Levy, Amy Miller, and Martha Staniford have been named to InvestmentNews' $100M Club: Top Female Advisors 2025 list. View the full list of honorees here.* *InvestmentNews' $100M Club: Top Female Advisors 2025 report was based on data as of 12/31/2024 and was published on 9/9/2025.

In this episode, Sandy Wiggins is joined by John Nelson, Managing Director at NFP Retirement, to discuss the ins and outs of ESOPs (Employee Stock Ownership Plans).

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

In this episode, Mike Delgass and Sandy Wiggins are joined by Liz Summers, Director of Wealth Strategy for Wealthspire's Family Wealth practice, as they discuss the critical planning steps business owners should consider before selling their company.