Recent IPO or RSU Vesting?

Get Clarity on Taxes & Diversification

Helping professionals at SpaceX, CoreWeave, BitGo, Anthropic, OpenAI, Palantir, Chime and other high-growth companies make smart decisions around vesting, lock-ups, and wealth protection.

Let’s see if your portfolio is optimized.

What We Can Cover:

  • Understand the real tax impact of vesting (beyond the standard 22% withholding)

  • Plan for estimated tax payments and cash flow around vesting dates

  • Review lock-up schedules and liquidity timing

  • Discuss concentration risk and tax-efficient diversification strategies

Choose how you want to connect:

Option 2: The Direct Line

Call or text us directly at ‪(646) 980-9724‬. We’ll respond quickly.

Option 1: Schedule a Dedicated Time

Prefer a structured call? Click here to open our calendar, no long forms required.

Important Disclosure: Schroeder Capital Management, LLC is a Registered Investment Advisor in the State of New York. All investing involves risk of loss. Past performance is not indicative of future results. No client is guaranteed to achieve the same results.

Hi, I’m Herman Schroeder, a fiduciary advisor based in Brooklyn. I specialize in helping tech and high-growth company professionals navigate significant equity compensation.

If your RSUs are vesting or you’re approaching a liquidity event, I offer a free, straightforward 15–20 minute review with no pressure and no product sales.