Hyperion Wealth Group

Hyperion Wealth Group

Toledo, OH & Bowling Green, OH

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What to Do When Most of Your Wealth Is in One Stock

That’s common — especially for people who’ve worked at a company for years and received stock through options, RSUs, or a retirement plan.
But when a single stock makes up a large portion of your net worth, you’re more exposed to volatility than you may realize. And the tax implications of selling can make it difficult to know what to do next.

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Hyperion Wealth Group

7261 W Central Ave,
Toledo, OH 43617 |
Office: 419-214-4000

980 W Poe Rd., Suite 9,
Bowling Green, OH 43402 |
Office: 419-352-6161

Email: team@hyperion-wealth.com

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