Lake Wylie.png

From the Very
First Conversation



You will feel assured knowing there is a professional team of experienced, thoughtful, and unbiased individuals who have one objective- for you to live the best possible version of your life.


Follow our blog →

The Lake Wylie Financial Planner



One of the most difficult questions you can face with stock compensation is when to exercise your non-qualified stock options (NQSOs). If the stock price goes up afterwards, you think you made a mistake by exercising too soon. If it goes down, your timing confirms the genius in you.
Read More →


blog background.png