What is EQ Private Wealth Advisors and how is it different from other wealth management firms?

EQ Private Wealth Advisors is a fee-based firm based in Rolling Hills Estates, California built around coordinating your complete financial life—integrating investments, taxes, estate planning, and business decisions into one clear picture.

What does fee-based fiduciary mean, and why does it matter?

Being a fiduciary legally requires us to act in your best interest at all times. As a fee-based practice, our primary revenue comes directly from transparent client advisory fees rather than product commissions.

What is equity and liquidity planning, and does it include pre-IPO planning?

Equity and liquidity planning is specialized financial planning for individuals with wealth concentrated in illiquid assets such as privately held businesses, stock options, or RSUs. It includes pre-IPO planning to manage tax strategies, option exercises, and post-lockup diversification.

What is pre-IPO planning and how can EQ help?

Pre-IPO planning is preparing financially before a company goes public and before lockup restrictions expire, covering option exercise timing, tax planning, and post-lockup diversification.

Does EQ work with business owners planning a sale or exit?

Yes. Business exit planning is a core specialty. We guide owners before, during, and after an exit, evaluating after-tax proceeds, coordinating with M&A attorneys and CPAs, and redeploying liquidity.

Where is EQ located and do you work with clients outside the Palos Verdes area?

We are located at 501 Deep Valley Drive, Suite 202, Rolling Hills Estates, CA 90274. We serve clients across the Palos Verdes Peninsula, South Bay Los Angeles, and virtually across the country.

EQ Tool — RSU & Equity Planning

What will your RSUs cost you at vesting?

5 questions. Get an estimated tax picture across three scenarios — and what you actually net after the government takes its share.

Question 1 of 5 0% complete

RSU volume

Approximately how many RSUs are vesting in the next 12 months?

Under 500 shares

500 – 2,000 shares

2,000 – 10,000 shares

Over 10,000 shares

Share price

What is the approximate current share price of your company's stock?

Under $25 per share

$25 – $100 per share

$100 – $500 per share

Over $500 per share

Income bracket

Which federal income tax bracket best describes your current situation?

24% bracket (roughly $100K – $200K)

32% bracket (roughly $200K – $383K)

35% bracket (roughly $383K – $731K)

37% top bracket (over $731K)

Hold or sell

When RSUs vest, what is your current plan?

Sell immediately to cover taxes and diversify

Sell enough to cover taxes, hold the rest

Hold as much as possible — I believe in the company

I haven't decided yet

Tax planning

Have you worked with a CPA or tax advisor specifically on your RSU vesting strategy?

Yes — we have a documented strategy

Partially — I've had a conversation but nothing formal

No — I've been figuring this out on my own

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