With Broadcom’s RSU vesting season upon us, many long‑time equity holders face the same challenge: how to balance growth, taxes, and risk as they near retirement. This short video walks through the key decisions to consider before your next trading window opens.
- Why ongoing RSU vesting increases concentration risk
- How to decide how much AVGO to hold vs. unwind
- Strategies to reduce risk without triggering unnecessary taxes
Is Your Wealth Strategy Built For What’s Next?
Whether you’re managing AVGO stock, planning for retirement, or building a legacy, Mercer Advisors brings together wealth advisors, CPAs, and estate planners all managed by a unified in-house team. Our integrated approach helps clients like Jeff turn complexity into opportunity.
Because your finances work better when they work together. And your future works better when it’s built around you.
Specialized Services for Broadcom Employees
- RSU vesting strategy tailored to Broadcom’s quarterly release and blackout periods
- ESPP tax planning using Broadcom’s 15% discount and lookback provision
- Diversification plans for AVGO stock concentrations post-vesting
- 10b5-1 plan design for Broadcom insiders with trading restrictions
- Charitable gifting using low-basis AVGO shares via Donor Advised Funds
- Mega backdoor Roth strategies using Broadcom’s Schwab 401(k) plan
- Cash flow modeling for Broadcom RSU refresh and bonus cycles
- Tax withholding analysis for under-covered RSU vesting events
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor.
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
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Helping families like yours for 40 years and counting.
Frequently Asked Questions
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At Mercer Advisors, the phrase “unified in-house team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
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A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you.
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Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns. Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance.
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Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
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Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.
