Wealth Management for Executives
You can rely on us, so your company can rely on you.
Corporate executives are relied upon to drive a company’s performance and are expected to dedicate their full time and energy to their professional roles. Our advisors work alongside you to manage your personal finances, helping you stay on track with your long-term goals while you focus on leading the business.
Maximizing Your Wealth
The structure, timing, and type of executive compensation can influence long-term motivation and retention. To help executives maximize the value of their benefits, our seasoned advisors provide guidance on compensation plans and tax considerations, building a well-designed financial strategy that allows you to stay fully engaged in your company’s mission.
How We Serve Executives
Our advisors have many years’ experience reviewing compensation plans for business executives.
From incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock, and other equity programs, we understand the complex structures of executive compensation and their potential tax opportunities.
We understand the unique insurance needs for executives, including directors & officers liability insurance, employment practices liability coverage, life and disability insurance and more.
Our advisors are supported by an internal investment committee and dedicated internal investment staff that seeks to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.
We are adept at understanding the full scope of your financial needs and provide comprehensive wealth management that is focused on helping you achieve your life goals.