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Magic Wealth

Magic Wealth

Equity-first planning for NYC tech professionals

Stock options, tender offers, IPO windows, AMT exposure, and concentration risk deserve a plan before the deadline arrives.

Talk through your equity decision
Morgan Fields, CFP®

Morgan Fields, CFP®

Founder & Principal Financial Advisor

Built for the moments when equity becomes real money

Exercise with tax context

Model ISO, NSO, AMT, and cash-flow tradeoffs before you commit.

Tender without guessing

Decide what to sell, what to hold, and how much concentration still makes sense.

Diversify deliberately

Turn one-company wealth into a durable plan for career, family, and liquidity goals.

3

equity decision models

NYC

tech focus

Demo

website experience

Illustrative planning scenarios

Tender offer evaluation before the response window closes

IPO lockup and 10b5-1 planning coordination

AMT-aware ISO exercise and diversification plans

Have an equity deadline coming up?

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