For Individuals with Concentrated Equity

Turning Success Into Lasting Wealth

When your net worth is concentrated in company equity and growing rapidly, you need a strategy that moves fast. We help you diversify with confidence, protect against volatility and build a financial plan designed to grow alongside your evolving priorities.

CHALLENGE

You’ve built significant wealth through company stock, but most of your net worth is concentrated in one position.

SOLUTIONDiversification
CHALLENGE

Your net worth is high, but your compensation is tied up in equity, making it difficult to fund your lifestyle.



SOLUTIONLiquidity Planning
CHALLENGE

You lack the time and expertise to manage your wealth across investments, tax strategies and estate plans.

SOLUTIONIntegrated Planning
CHALLENGE

You want more than standard investment options, including exclusive opportunities aligned to your goals.

SOLUTIONExclusive Access

HOW WE HELP

Coordinated Expertise Designed for Concentrated Equity

Led by a dedicated wealth manager, your integrated team of in-house specialists will help you manage concentrated equity, optimize your cash flow and build a diversified wealth plan.

A diverse team of five wealth management professionals in a professional office environment.
Human images in this ad were created using AI
A diverse team of five wealth management professionals in a professional office environment.
Human images in this ad were created using AI
Tax Planning
Concentrated Stock Management
Financial Planning
Private Markets and Alternatives
Cash Flow Management
Estate and Legacy Planning
The Wall Street Journal logo.

“Creative Planning is the Best for 

Comprehensive Wealth Management.”

Ranking released in February 2026 by WSJ | Buy Side, not based on a specific time period. Disclosure information (opens in new tab)

99.9%
Client retention rate

Five-year period ending June 30, 2025

50
States Served, Plus Abroad
$710B+
Assets Under Management or Advisement*

*In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025. Disclosure Information (opens in new tab)

Let’s Connect Your Wealth

Ready to see how our integrated approach can work for you?

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