A well defined plan for a comfortable future
Corporate executives have unique financial planning needs and challenges that result in wealth from concentrated stock, stock options and restricted stock. Our advisors are dedicated exclusively to executive wealth management and their complex tax planning needs.
We evaluate your entire financial situation, including other corporate benefits such as medical and life insurance, employer-sponsored retirement plans, risk management strategies and deferred compensation packages to help protect your assets.
Managing your equity awards (stock options and restricted stock)
Our advisors understand the complexities involved in sophisticated planning and tax strategies for corporate executives. Our goal is to maximize the value of your compensation package.
Risk management regarding concentrated stock
We help our clients address the risk in your investment profile when employer stock and stock options make up too much of your portfolio. We also address your cash flow and liquidity needs.
Creating a plan for the future
Securing and preserving what you’ve built takes careful planning. Whether you are beginning a second career, planning retirement or becoming more active in charitable interests, we have the expertise to help you navigate the next stage of your career with confidence.