astrawp.com - Astra Wealth Partners | Personalized Wealth Management

Description: Astra Wealth Partners takes a holistic look at your finances to help you and your family simplify your complex financial life.

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Unique Circumstances

We help clients navigate the complexities associated with the various types of equity compensation and employee benefits, such as; Incentive Stock Options (ISOs), Non-qualified Stock Options (NSQO), Restricted Stock Units (RSUs), and Employee Stock Purchase Programs (ESPPs).

Our investment philosophy focuses on the factors within an investor’s control to optimize risk-adjusted returns and tax efficiency. Since every client is unique, we tailor each portfolio to the client’s preferences and objectives.

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