Financial PlanningHow We Serve: Corporate Executives
Over the years, we have had the privilege to serve a wide range of corporate executives: CEOs, CFOs, COOs, CMOs, Founders, Directors, and VPs, to name a few. These clients...
When should you exercise stock options? How can you maximize your deferred compensation? If you decide to move to another company, what benefits will you lose? We can help you answer these complex questions, define the path forward, and manage the next steps.
As a corporate executive, you are extremely busy leading your company forward. This can leave little time to focus on your personal wealth management strategy. We manage the moving pieces of your wealth and provide confidence that key decisions are handled the right way.
As an executive, it is especially easy to encounter concentration risk because your salary, equity compensation, and benefits package are all tied to your company. We can help you identify concentration risk, and if it exists, mitigate this risk to your wealth.
We have a deep bench of experienced professionals and we provide the solutions found at larger organizations, but our firm’s size means you get the personalized attention that can be hard to find.