You help build the extraordinary. Now let’s help build your future.

As a Fidelity customer, you already have a team in your corner, one that knows how to navigate an IPO moment like this. We’re ready to help you turn it into a plan that works as hard as you do.


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New to Fidelity? Start here

Many advisors haven’t navigated an IPO before. Ours have.


Put our experience to work for you
An IPO this size creates financial decisions most people—and most advisors—have never faced. Fidelity Wealth Management advisors have guided employees through some of the biggest market moments in history. They know what to watch for, what to prioritize, and how to help you move ahead confidently.


Your interests come first. Always.
That’s why we aim to keep our fees low and transparent. Because sound guidance should never cost more than it saves you.

Let’s start with a clear IPO wealth strategy and stay with you for everything that comes next


Understand the equity you’ve earned

Your shares have real value and real complexity. Know how they work, when to act, and what it could mean for your taxes in the short term before you make a move.


Know the possibilities for your shares

How and when you unlock your liquidity shapes what comes next. Get clarity on investment choices available to you, keeping you in control of decisions.


Design plans for the long term

This moment is a foundation, not a finish line. Build a plan around you, your family, and your priorities with a timeline that brings it all to life.

Our advisors bring experience to the IPO process


Fidelity Wealth Management advisors specialize in helping clients make the most of major financial moments like this one. From planning through the IPO process, to building what comes next.


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What to expect when you connect with an advisor

A quick look at what we’ll cover and how we can help.


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Get a clear view of your tax exposure

Exercising stock options during an IPO can trigger the alternative minimum tax (AMT), and the bigger the spread between your strike price and current value, the greater your exposure. Many advisors may not be prepared.

The good news: You can take steps to help minimize its impact. We can work with you to time capital gains, explore investment strategies, and help reduce your overall tax exposure.


Use your concentrated position as a way to help diversify

When a significant portion of your wealth is tied to one stock, that’s a concentrated position, and it may carry real risk.

We can help you understand your options for diversifying over time, including strategies that don’t require you to sell your stock immediately. In some cases you may be able to borrow on margin, taking an interest-bearing loan against your assets in your brokerage account to create liquidity without a sale.


Plan your liquidity before you need it

Knowing when and how you can access your shares can matter more than most people realize. Lock-up periods, selling schedules, and transfer timelines all affect your options. Together, let’s map out a liquidity plan so you’re ready to act when the moment is right.

Not ready to connect? Keep exploring what sets us apart.

Understand your tax impact

Learn how your equity is taxed so that you can plan effectively for this year and what comes next.


Explore taxes and stock awards

Create plans with you at the center

Your equity is part of a bigger picture. Explore Fidelity’s unique approach to wealth planning for every stage of your life—from taxes and investments today to estate planning, family legacy, and charitable giving.


Explore Financial Planning

Invite your family into the conversation about the future

New wealth changes more than your finances. The Fidelity Center for Family Engagement helps you navigate the conversations that matter most with the people who matter most to you.


Visit Center for Family Engagement

Resources

6 employee stock plan mistakes to avoid

See how to make the most of your company stock plan.

Making the most of your sudden wealth

Explore how to approach a financial windfall with our team from the Fidelity Center for Family Engagement.

This moment is yours. Let’s make the most of it.


Let’s talk. Together we’ll build a plan for everything that comes next.


Schedule a conversation


New to Fidelity? Start here