Oswego Legacy Partners
For Nike Professionals

Retirement Planning for Nike Professionals

Enduring Wealth. Structured Decisions.

Helping Nike professionals in Lake Oswego and Portland coordinate equity, income, and retirement with clarity.

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Who We Serve

Helping Nike employees, managers, directors, and executives make thoughtful decisions about equity compensation, retirement, taxes, and long-term wealth.

The Complexity Beneath Success

Why does Nike create unique planning challenges?

The questions that remain are the ones that matter most:

  • Should I choose RSU's or Options?
  • How is ESPP taxed?
  • What risks does Deferred Compensation pose?
  • How do I handle the concentration risk of Concentrated stock positions?
  • Can I retire early?
  • How should I plan for Oregon tax issues?
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The first conversation is simply a conversation.

Share a little about your situation and we'll be in touch.

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From the Library

Related insights

Understanding the wash-sale rule to maximize tax savings
Apr 25, 2026 · Prudential

Understanding the wash-sale rule to maximize tax savings

The wash-sale rule is an IRS regulation designed to prevent investors from claiming a tax loss on a security if they purchase the same or a substantially identical investment within 30 days before or after selling it at a loss. While tax-loss harvesting can help offset capital gains and reduce taxable income, a wash sale delays that tax benefit by adding the disallowed loss to the cost basis of the newly purchased investment. The rule applies to a variety of securities, including stocks, ETFs, m

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A More Structured Approach

Clarity for Complex Wealth

A structured path toward financial independence — and the confidence to move forward deliberately.

1

Discovery

We begin by understanding what is important to you, your family, and your financial life.

2

Analyze

Current structures, opportunities, risks, and areas of complexity are evaluated within the context of your objectives.

3

Design

Planning recommendations are developed around your unique circumstances, priorities, and desired outcomes.

4

Implement

We work collaboratively to execute agreed-upon strategies and coordinate with other professionals when appropriate.

5

Monitor & Adapt

As circumstances evolve, strategies evolve alongside them. Planning is not an event. It is an ongoing process.