Atwater Wealth Management

Practical advisory services include organizing financial accounts, addressing tax questions tied to company equity, and planning around acquisitions, IPOs, and stock sales. The adviser works with tech and biotech professionals whose compensation includes stock, including people navigating accelerated vesting or newly acquired wealth. Areas of focus include acquisition-related tax issues, ISO exercise tax exposure, 10b5-1 stock sale plans, QSBS timing, concentrated company stock, and account titling and beneficiary designations. The practice is a fiduciary adviser with advisory fees only and no products to sell. It serves clients in Boston.