Insmed Equity Compensation
Guidance for Executives
Guidance to help turn complex equity decisions into
lasting financial success.
Unsure How to Manage Your Next Vesting Event?
If you’re an Insmed executive, your compensation creates real opportunity—but also complexity. You may:
- Be unsure about when or how much of your equity to sell
- Feel concerned about taxes, concentration risk, and compliance
- Be faced with overlapping vesting schedules and insider trading windows
- Seek guidance that connects your equity with your bigger financial picture
Rockwood Wealth Management helps Insmed executives make confident, compliant decisions about equity. We start with your long-term goals, then work backward to design a strategy that helps balance opportunity, risk, and flexibility.
Maximize Flexibility, Minimize Risk
Our goal is to help you:
Align Your Equity with Life Goals
Turn vesting events into long-term opportunities that serve what matters most to you.
Manage Taxes, Risk, and Compliance
Integrate tax strategy, trading windows, and diversification into one cohesive plan.
Build for Lasting Financial Success
We start with your vision—then design your financial plan backward to help support family, legacy, and flexibility.
Our Equity Integration Process
Mutual Discovery
Clarify goals and reverse-engineer a strategy from your ideal life.
Recommendations Meeting
Meet to review our analysis and define your optimal portfolio and next steps.
Mutual Commitment
Formalize our partnership and begin coordinated implementation
45-Day Implementation
Transfer and reposition accounts, and deliver your comprehensive financial plan.
Ongoing Progress Meetings
Meet regularly to refine your plan as life and career evolve.
Services
Equity Compensation Planning
Decide when and how to exercise and sell equity.
Tax
Planning
Minimize taxes through coordinated strategies across income and equity.
Executive Benefits Planning
Help protect your lifestyle through times of change.
Financial
Planning
Align goals, cash flow, and investments for long-term success
Investment
Management
Build a disciplined portfolio aligned with your financial objectives.
Cash Flow &
Budgeting
Manage income and spending to support short- and long-term priorities.
Risk
Management
Protect wealth through insurance analysis and portfolio diversification.
Estate & legacy
planning
Protect and transfer wealth according to your goals.
Mark Arcidiacono Jr., CFP®, AIF®
Private Client Advisor
About Rockwood Wealth Management
Rockwood Wealth Management is an independent, fee-only Registered Investment Advisor based in New Hope, PA. We have years of experience guiding Insmed executives through the complexities of their equity, benefits, and retirement plans.
Led by Private Client Advisor Mark Arcidiacono Jr., CFP®, AIF®, the Rockwood team serving Insmed professionals brings company-specific insight and a deep understanding of Insmed’s history, people, and culture. Our expertise includes 10b5-1 plan management, insider trading compliance, and tax-integrated wealth strategies that help executives act with confidence.
Our goal is simple: to help Insmed executives align their equity compensation with their long-term goals. We do this through fiduciary guidance and by coordinating every aspect of planning—from income and taxes to investments and estate strategy. Beginning with your goals and aspirations, Rockwood reverse-engineers your financial plan to help create lasting flexibility and financial freedom.
Immediate Clarity. Measurable Progress.
In the first 90 days, we'll help provide:
A personalized equity exercise and sell roadmap
Clarity on tax exposure and diversification
An integrated, goal-driven financial plan
Is Rockwood Right for You?
We may be a good fit if you:
- Are an Insmed executive facing equity decisions
- Value coordination across taxes, risk, and compliance
- Seek a long-term advisory relationship
If you’re ready to align your wealth, risk, and opportunity, let’s start the conversation.
Ready to Take the Next Step?
Let’s explore how a reverse-engineered plan can help you make the most of your Insmed equity. Schedule an introductory call today.
Memberships & Associations
Ebook: Navigating Your Insmed Equity Compensation
Download your copy for five steps Insmed executives can take to help build lasting financial success.
Frequently Asked Questions
How do you help Insmed employees manage equity compensation and minimize taxes?
A: We design customized strategies for RSUs, ISOs, and NQSOs to help you exercise and diversify your equity efficiently. Our planning models different vesting and sale scenarios to minimize tax drag while aligning your holdings with your broader wealth and liquidity goals.
Can you help reduce the risks of having too much of my wealth in company stock?
A: Yes. We structure a diversification plan that gradually reduces concentrated exposure without disrupting your tax profile or corporate relationships. This includes tax-managed selling strategies, charitable stock contributions, and reallocation toward your long-term goals.
How do you coordinate my compensation, savings, and long-term planning?
A: We integrate your Insmed compensation plan—including bonuses, deferred income, and equity—with your family’s financial plan. Our approach is to have every dollar you earn working toward long-term security, tax efficiency, and flexibility for life beyond the company.