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Types of Clients We Work With 

We work with clients all across the United States in many different industries and stages of life. While not an exhaustive list, here are some of the types of clients we work with. 

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We work with many folks in these industries from Silicon Valley to Cambridge/Boston. We understand the types of financial questions that you face like; what to do with your company stock options (RSU, ISO, NQO, ESPP), what the tax implications are, 10b5-1 plans, and how to manage liquidity events. Our job is to help you turn your paper wealth into real money.