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Corporate Executives

Success usually comes to those who are too busy to be looking for it.   


You are a busy, successful executive, and compensation packages are getting more complex every day.

Between the demands of work, possibly a spouse and children, little time is left to devote to the critical creation of your path to financial independence.

How We Can Help

  • Review your total compensation package
  • Provide guidance and planning for equity/ stock option incentives
  • Develop tax advantaged strategies and diversify concentrated equity positions to reduce risk
  • Assist in your transition in the event of:  
    • A role change in the company
    • a new job opportunity
    • In the event of retirement or termination

Most importantly, we will integrate your corporate benefits with the rest of your wealth plan.  We act as your partner and point person in the coordination or creation of your advisory team, interacting with your CPA and Estate Planning Attorney.  Without that coordination you could be leaving thousands of dollars on the table in the form of tax inefficiencies and missed opportunities for wealth creation.