Customized Financial Strategies for Nvidia Employees
Mercer Advisors works with many Nvidia employees. Let us show you how we’ve helped them find confidence by providing personalized financial plans that help mitigate volatility and build financial independence.
Your life and portfolio is a lot different than it was a year ago. At Mercer Advisors we have worked with many Nvidia clients to help diversify their assets and create financial plans that help protect against whatever the market or life may bring.
We are here to help:
Schedule a complimentary 30-minute financial consultation with a member of our local team.
Your life is a lot different today than it was a year ago. Now more than ever, it’s important to speak with someone who understands Nvidia’s RSUs, ESPP, 401(k), and other benefits to help optimize your financial situation.
Holding Concentrated Stock Positions Can Expose You to Extreme Volatility
Holders of concentrated stock positions can see their net worth soar – or plummet – much more rapidly than investors who hold well-diversified portfolios. While it’s a privilege to hold company stock as an employee, it can be unsettling to see your personal wealth experience such volatile swings.
At Mercer Advisors, you’ll have a unified team of in-house specialists across investment management, tax, estate planning, and more who have experience working with Nvidia employees and who can help craft a portfolio suited to your family’s unique needs.
Mercer Advisors currently works with Nvidia employees and has deep institutional knowledge of the company and its compensation plan. Our team has extensive experience working with high-net-worth employees who have concentrated positions in specific assets and can help you navigate your next steps.
We Can Help Mitigate Volatility While Continuing to Build Wealth
Mercer Advisors can help make the most of your Nvidia position while smoothing out your path to long-term wealth. By deploying savvy tax strategies and crafting a portfolio that diversifies your overall holdings, our team will build you a comprehensive, personalized plan that seeks to achieve your goals while minimizing volatility along the way – giving you the long-term security and confidence you deserve.
What Should I Be Thinking About?
What Questions Should I Be Asking?
- Should I consider selling a part of my Nvidia position? If so, how much and when? Are there restrictions I need to consider?
- What are the implications on the rest of my portfolio? Should I avoid having other tech stocks in my portfolio?
- How does my Nvidia position impact my longer-term financial plans?
- Are there tax implications I should consider?
- How might this fit into my longer-term estate plan?
What Should I Know About Mercer Advisors?
A Hand-Picked Advisor
that Understands Your Situation
Your advisor – and the team supporting them – will have deep knowledge of Nvidia’s compensation plan and the complexity that comes with it, to help ensure you’re getting up-to-date advice on how to translate your stock into long-term wealth.
An Institutional-Grade Portfolio, Personalized for You
We offer broad access to a range of global asset classes, managers and vehicles to help diversify your portfolio – all for lower costs and minimums than is typically available to retail investors – and we’ll provide team-based oversight to help ensure your portfolio stays on track toward your specific goals.
Fully Independent,
National Fiduciary
We are a fully independent, national fiduciary. As a fiduciary, we are obligated to act and provide advice that is always in your best interest. And 37% of our employees are also owners of our firm, so we are focused on doing the right things in the long term.
Unified Team, Anchored by
a Dedicated Advisor
Your team will be anchored by a financial advisor working with financial planners, investment managers, tax accountants, and estate planning specialists who will connect the dots of your financial life.
Planning for our Nvidia clients typically covers three main areas:
Restricted Stock Units (RSUs)
Nvidia’s stock plan typically follows a 4 year vesting schedule. This means that any stock granted to you upon hire or during your annual refresh will not be fully yours until after 4 years.
Employee Stock Purchase Plan (ESPP)
A second form of stock compensation is Nvidia’s ESPP, through which employees can purchase Nvidia stock at a 15% discount.
401k Retirement Plans
Nvidia’s 401(k) plan at Fidelity allows for some distinct benefits, including pre-tax, after-tax, and Roth 401k and a generous employer match.
Let our experience
benefit you
Schedule a complementary financial planning session with one of our advisors today.
Mercer Advisors. A fully independent, national fiduciary.
Company data as of May 31, 2024. Client Assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.