Michael Schupak, CFP®, EA Astra Wealth Partners

Contact this advisor

About Michael Schupak, CFP®, EA

Hi, I’m Mike. I have worked in the field of finance for almost 20 years. I enjoy the variety that each specific client situation brings. I have a passion for helping clients navigate the complexities around their employer equity (ISO’s, NQSO’s, ESPP, RSUs etc.).

In my spare time I enjoy spending quality time with my wife, Amber and son, Emmett, barbecuing and staying active through basketball and running.

The Firm – At Astra Wealth Partners, we believe everyone has their own unique circumstances and require a customized approach. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.

Contact this advisor

Recently Published

Box Spreads as a Fixed Income Replacement

October 21, 2022

Box spreads provide the ability to transform fixed-income returns (typically ordinary income tax treatment) into capital gains.

The post Box Spreads as a Fixed Income Replacement appeared first on Astra Wealth Partners.

Read the full post →

What are I Bonds? Should I Buy Them?

October 13, 2022

I Bonds are inflation-protected bonds offered directly by the U.S. Treasury. Although they generally won't return as much as stocks, they are great to maintain purchasing power.

The post What are I Bonds? Should I Buy Them? appeared first on Astra Wealth Partners.

Read the full post →

Kiplinger.com: A Quick Primer on Tax-Loss Harvesting

July 28, 2022

Tax-loss harvesting can be useful in an array of situations, but understanding when to best utilize this strategy is key. Tax-loss harvesting is the practice of selling an investment for a loss.

The post Kiplinger.com: A Quick Primer on Tax-Loss Harvesting appeared first on Astra Wealth Partners.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • Ultra High Net-worth

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1500+/qtr
  • Assets Under Management: starting at 0.95%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...