Create a well-defined executive wealth management plan for a comfortable future.
Corporate executives have unique financial planning needs and challenges.
Our advisors are dedicated exclusively to wealth management for executives whose wealth comes from concentrated stock, stock options and restricted stock 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 for a holistic approach to executive wealth management.
Managing your equity awards (stock options and restricted stock)
Our executive wealth management 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 corporate executives address the risks in their investment profile, such as when employer stock and stock options make up too much of the portfolio. We also address 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. Our team of professional advisors has expertise in financial planning, wealth management and tax strategies to accomplish your long-term goals.
Client Success Stories
Corporate executive tax planning
Peter is a highly compensated corporate executive at a large local firm. He initially came to us to discuss strategies for reducing his tax liability.
Tax bracket management
We recommended a tax planning strategy that allowed him to defer a large portion of his compensation into his employer's deferred compensation plan. Paired with a strategy for exercising specific stock option grants each year, this strategy provided him with money for living expenses while also allowing him to carefully manage his tax bracket.
Meet Your Team
Partner + Director of Private Wealth Tax
Marcy Lantz, CPA, CSEP®
Aldrich CPAs + Advisors LLP
Marcy joined Aldrich CPAs + Advisors in 1995 and has worked with a wide range of clients, including closely-held businesses, private equity, and high-net-worth individuals. As the Director of Tax and Director of Estate Planning, Marcy has a special interest and expertise in wealth transfer planning and strives to deepen the relationship with her clients... Read more Marcy Lantz, CPA, CSEP®
- High-net worth individuals
- Closely-held businesses
- Certified Public Accountant
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Private-equity and financial lenders
Looking for support or have a question?
Contact us to speak with one of our advisors