One Team to Manage It All
Your dedicated advisor works with a team that understands Amazon’s compensation structure, RSUs, refreshers, 401(k) matching, and more, inside and out. Together, we help you make confident decisions, whether it’s timing around the Amazon RSU vesting schedule, planning for early retirement, or reducing concentrated stock risk. Every piece fits into one coordinated plan, built to grow with you.
Specialized Services for Amazon Employees
- Equity compensation planning (Amazon RSUs and refresh cycles)
- Employee benefits optimization (retirement plan, insurance, perquisites)
- Investment strategies to reduce concentrated stock exposure
- Tax optimization for RSU vesting and sales
- Retirement planning that integrates stock-based income
- Insight into how events like mergers and acquisitions affect your long-term plan
- Cash flow strategies to support startup transitions or career shifts
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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Trust We Have Earned
Frequently Asked Questions
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It depends on your financial goals. Immediate sales avoid stock volatility, while holding RSUs allows for potential long-term growth at lower capital gains tax rates.
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Vested RSUs are typically taxed at ordinary income rates. Selling after a year qualifies for lower capital gains rates—typically 0%, 15%, or 20%, depending on your taxable income.
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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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Amazon issues refreshers annually based on performance, with multi-year vesting schedules that impact tax planning and overall compensation.
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Unvested RSUs are forfeited upon departure. Understanding vesting cliffs and timing career moves strategically can maximize retained stock earnings.
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Diversification strategies, timely RSU sales, and structured wealth planning all help protect earnings from market volatility and employer stock fluctuations.
