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Unwinding a Concentrated Stock Position

Is Your Wealth Tied to a Single Stock Position?

In this chapter of "A Business Class Wealth Vision", Wayne Wagner Jr., ChFC shares strategies to find more secure financial footing for executives who find a large share of their wealth tied up in concentrated stock positions.

What You'll Learn

With this free download, you'll find answers to questions like:

  1. What strategies help me reach a more balanced portfolio and potentially reduce volatility?
  2. How do I manage the tax implications of selling my company's stock or exercising my options? 
  3. How do I turn concentrated wealth into more reliable and sustainable wealth?

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Leaning on Experience

For executives who find themselves and their net worth relying on a concentrated stock position, the risks can undermine the sense of security wealth is supposed to bring. 

Unlike your common investor, pharmaceutical executives with long term incentive stock and options have personal (and interpersonal) obstacles to navigate to reach a more diversified portfolio. 

  • When should I begin unraveling my concentrated stock position?
  • How do I manage the upside potential vs the downside risk?

At Vizionary Wealth Management, Wayne Wagner Jr., ChFC works to help clients transition from these concentrated stock positions to a less volatile diversified portfolio in pursuit of your larger financial objectives. 

Today, there are a few ways you can take the first step to do that:


Download the E-Chapter

Our passion is helping people, families, and communities grow. If you or someone you know would find it helpful, please enjoy our free download of this chapter from the "A Business Class Wealth Vision".

Download E-Chapter


Schedule Time with Wayne

The fastest way to get answers to your financial questions - schedule a time to meet with Wayne Wagner Jr., ChFC. You bring your questions, we'll bring our experience.

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Working with Vizionary Wealth Management

At Vizionary Wealth Management, we work with self-made, financially intelligent clients to grow your wealth, protect your progress, and secure your future.

We strive to create a personalized financial roadmap that guides you toward your desired destination. We work with you to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. 

Wayne Wagner, Jr., ChFC helps high net worth clients find the right solutions for their unique needs. He truly enjoys helping to guide his clients as they make decisions related to their personal finances, business ventures and estate plans.

Wayne is president of Vizionary Wealth Management and an Investment Advisor Representative with WealthPLAN Partners. He has passed the Series 6, 7, 24, 63 and 65 securities exams and also has earned the Chartered Financial Consultant (ChFC) designation, which allows him to provide comprehensive financial planning services for his clients and requires him to uphold the highest ethical standards.