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Take control of your financial future.

You exercised your shares and now have earnings to reinvest. Start putting your equity to work by building and taking control of your financial future.

(800) 993-2015

Live Chat: Offline

Build Your Wealth

If you feel you have too much of your personal wealth tied up in your company's equity compensation plan, our Wealth Managers can work with you to consolidate, rollover and incorporate your holdings into a comprehensive plan.

Our Wealth Managers can work with a variety of employee holdings such as:

  • Retirement accounts (e.g. IRAs and 401(k)s)
  • Taxable brokerage accounts (vested restricted stock/RSUs)
  • Employee stock purchase plan (ESPP) accounts
  • Stock options
  • RSUs

The Siebert Difference

Ways to Invest

Siebert Investment Products

Build your wealth with diversification of your company stock holdings. With access to numerous investment options and brokerage account types, you have all the freedom to build your own well-balanced portfolio.

Personal Financial Advice

Work one-on-one with a Siebert Wealth Manager to find out how you can maximize your earnings and incorporate them into a long term, tax-efficient financial plan.

Retirement Planning

We can help you build a retirement plan that puts your unique goals first, providing you with the tools to address unique challenges and goals. Discover our personalized approach to helping you live a better financial life in the years ahead.

SiebertNXT + Wealth Manager

Combine the benefits of advisor expertise with sophisticated portfolio management technology with SiebertNXT tailored portfolios. We can help you exercise your options and roll them up into your portfolio.

Life happens, and we're here for you.

Marriage, divorce, loss of a spouse, inheritance, building long-term wealth, saving for college, or loss of a job—no matter what changes in life we’ll be here to help you stay on track.

Questions? Let us help you.

Phone

Phone: (800) 993-2015

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Mon - Fri 8:30am - 5:00pm EST

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