Case Study #3: Ready to Grow
Elliott Bush
CASE STUDY #3
Age:
45
Profession:
Tech Executive
Primary Goals:
Elliott has a lot of moving parts and wants to be more intentional with his finances
The background
As Elliott moves his way up the corporate ladder, he wants to better understand his stock option compensation. He is looking to break away from a traditional, high-cost Wall Street advisor and receive more personalized advice.
How we helped
- A large chunk of Elliott’s compensation is stock based. He doesn’t understand vesting or tax implications of the options.
- He is interested in learning more about private real estate
- Elliott’s traditional advisor keeps telling him to “stay the course”. He doesn’t feel like he is receiving value for the 1.25% fee.
- Educated Elliott on his vesting schedule and tax implications when his options are granted and exercised
- We connected Elliott with Pure’s CPA partner to provide personalized tax advice to maximize the value of his stock-based compensation.
- Assisted Elliott is finding a Qualified Opportunity Zone (QOZ) fund to gain real estate exposure and defer his capital gains tax
- Elliott moved his relationship to Pure Portfolios, saving thousands per year in fees, while receiving the personalized advice he sought.
DISCLAIMER:
The stories of transformations reflect real clients of Pure Portfolios. Some names and identifying details have been changed to protect their privacy.
Explore the next steps
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Investing
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Step 2
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Step 3
Taxes
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