Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

  • About
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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Employees with Stock Compensation

Receiving compensation in the form of stock options can be a powerful tool in wealth creation, the only trick is understanding them! Thankfully, our team is well-versed in the various types of stock compensation including Incentive Stock Options (ISOs), Nonqualified Stock Options (NSOs), Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Performance Stock Units (PSUs) and even other, less common forms of compensation. 

Because these types of benefits can have a significant impact on your annual tax liability, investment strategy, and long-term financial picture, we work with our clients to carefully review their stock option contracts as part of our ongoing financial planning and investment process. Another consideration is the potential concentration risk presented when company stock awards make up a substantial part of your overall compensation; not only is your job security tied to the company performance but your earning potential and overall net worth are as well. 

We review these options annually as your benefits and financial position change. In addition to helping you decide which specific actions to take with your options in a timely manner, our goal is to educate you along the way so you can make the decision with confidence and celebrate by seeing your hard work pay off!

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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