Executive Compensation Planning

We turn complex executive pay into clear, actionable strategies—integrating cash, equity, and deferrals into one focused plan.

Context

Why Executive Compensation Demands a Specialist’s Lens

Executive compensation planning involves far more than salary and bonus. From RSUs that vest on tight calendars to 10b5-1 trading windows, C-suite rewards are rarely straightforward. Without coordinated advice, executives risk over-concentration, tax surprises, and missed liquidity windows. Ascentis applies its Wealth Quadrant—planning, investments, tax, and risk—to bring clarity and coordination to executive compensation. Our registered investment advisors operate under fiduciary duty, ensuring that every recommendation is aligned with the client’s best interest.

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Strategies

Integrated Equity Strategies

Your equity isn’t a single event—it’s an evolving asset that needs ongoing direction and guardrails. Thoughtful executive compensation planning accounts for changing priorities, tax laws, and liquidity windows over time.

Stock Options, RSUs & Performance Shares

We structure option exercises and RSU sales to turn concentrated stock into controlled, tax‑aware liquidity.

Deferred & Restricted Compensation

We align deferral elections and payout calendars with projected cash flow and marginal‑rate forecasts.

Confidence

How Ascentis Delivers Clarity & Control

Our advisory process begins with a discovery session that surfaces every variable—from liquidity targets to legacy intent. With those insights, we design a forward‑looking roadmap you can monitor in real time.

Unified Visibility

One portal tracks every grant, option, and deferred‑comp balance.

Disciplined Expertise

Institutional‑grade analytics meet concierge service.

Client‑Centric Stewardship

Strategies evolve as your career and priorities shift.

Book a Consultation Our Approach >

Framework

Financial Planning for Executives

Tax & Liquidity Optimization for Leaders

A single vesting event can tip you into higher brackets. We dovetail equity sales with broader tax-efficient strategies to minimize drag and free up capital for new opportunities

Optimize My Taxes >

Retirement & Legacy Alignment

Payout sequencing aligns annuities, trusts, and philanthropy to secure lifelong income, guide executive transitions, and shape a legacy across generations.

Secure My Retirement >

Action

Ready to Take the Next Step?

Speak with an experienced advisor to see how these strategies apply to your own package.

Schedule Your Strategy Call

This website is owned and operated by Ascentis Wealth Holdings, LLC, (Ascentis Wealth), a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Ascentis Wealth, is not itself a registered investment adviser and does not provide investment advisory services. Each RIA affiliated with Ascentis Wealth operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance. Advisory services offered through Ascentis Wealth Management, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
No Investment Advice
The content provided on this website is for general informational purposes only and should not be construed as personalized investment advice, a recommendation, or an offer to buy or sell any securities. Any references to investment strategies, performance, or individual adviser firms are illustrative and not intended to represent specific advice or outcomes. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Independent Operations
Although the RIA firms affiliated with Ascentis Wealth may share common ownership or control, each firm maintains operational and regulatory independence. Advisory services are provided exclusively by each RIA firm pursuant to a written agreement with its clients. Ascentis Wealth does not supervise, manage, or control the day-to-day advisory activities of its affiliated firms.
No Client Relationship
Use of this website does not create an advisory relationship between you and Ascentis Wealth or any of its affiliated firms. If you are interested in investment advisory services, you must contact a specific RIA firm directly and enter into a separate engagement agreement.
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Limitation of Liability
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Regulatory Information
Each affiliated RIA firm maintains its own registration with the U.S. Securities and Exchange Commission (SEC) or applicable state securities authorities, as required. For information specific to an RIA firm, including its Form ADV, please refer to the Investment Adviser Public Disclosure (IAPD) website: https://adviserinfo.sec.gov.
Contact
For general inquiries regarding Ascentis Wealth, please contact:
Ascentis Wealth
5001 Spring Valley Rd #810W
Dallas, TX 75244-3946