Strategic Wealth Management Advisors

Burlington, Massachusetts 781-743-2600 Sarasota, Florida 941-587-6486

Diversifying a Concentrated Stock Position

By James T. Barker, ChFC Executives, directors, officers, and even employees who have worked for a company for a long time often accumulate a concentrated portfolio of company stock.  Over the years, through stock options, acquisition and appreciation, the position may create significant family wealth.  At the same time, this concentration of a single stock […]