Executives & Professionals
Wealth Management Solutions For Superstars in Every Stage of Your Career
Managing wealth can be complex in today’s world. We simplify it by providing retirement, investment, tax, and legal strategies to help you Plan with Confidence.
Ways We Partner with You to Achieve Your Goals
Private Wealth Management
HOLISTIC PLANNING & INVESTMENT MANAGEMENT FOR YOU
- Our most comprehensive service
- A committed financial planning team that proactively advises around your unique circumstances
- Your financial plan is reworked annually to account for both small and large changes as the years go by
- Effective communication to help you make informed decisions with confidence
- Access to your own personal website to obtain easy access to all of your financial information and support, accessible from your computer or mobile
- We act as the quarterback between you and all other professional advisors
One-Time Financial Plan
A CUSTOM PLAN WITH THE RIGHT ADVICE AT THE RIGHT TIME
- A series of meetings guided by your advisor to uncover your short & long-term goals
- Unbiased answers and guidance from a CFP® to create your financial plan
- Includes a roadmap to provide extended guidance so you stay on the path to achieving your desired financial outcomes
Investment Management
PORTFOLIO MANAGEMENT FOR YOUR MOST VALUED ASSETS
- Minor adjustments to your portfolio based on broad market conditions
- Investment considerations include tax minimization and distribution focus
- Your team includes seasoned professionals with a global market view
- Recommendations regarding the adjustment of risk as you approach your goals
Growing Your Net Worth
WORRY LESS ABOUT MONEY & MORE ON THE THINGS IMPORTANT IN LIFE.- Strategies to build or rebalance your investment portfolio
- Develop an estate plan to determine how your assets will be stored, handled, and allocated.
- Allocation of assets based on your individual goals
- Assess retirement income targets and the actions and decisions required to meet those goals.
- Implement tax planning strategies to minimize your tax burden so you can keep more of your wealth.
Making Good Wealth Management Decisions with The Assets You’ve Worked Hard To Earn
Executives face innumerable challenges. These may include embracing innovation, growing talent, and navigating the corporate environment. Staying focused on your job and taking care of things day to day, your personal wealth goals sometimes get put on the back burner. That's where we come in.
Through our private wealth management process, we help you:
- Maximize your executive compensation options
- Identify, prioritize, and minimize risks you can control
- Create a plan that maximizes post-tax proceeds
- Review and manage company stock options, awards, and incentives
Financial Planning
3 Important Financial Considerations Before You Jump Into Your Next Business Idea
Whether you’re a serial entrepreneur or you’re just considering venturing out on your own, you need to lay a solid financial foundation before diving into the deep end. Here are three elements that can help anchor your financial plan. #1: Lay the Financial Foundation Before launching a new business venture, it’s critical to ensure you start on solid financial footing.... READ MORE
An Integrated Approach to Executive Financial Planning
Our services seek to help you manage cash flow, implement stock option strategies, mitigate income taxes, plan for retirement, customize your investment portfolio, and leave a legacy.
1
ASSESSMENT OF CORPORATE BENEFITS
Assess and provide recommendations on your corporate benefits including: 401(k) plans, deferred compensation plans, non-qualified savings plans, stock options, restricted stock, performance award plans, stock appreciation rights, employee stock purchase plans, health, life and disability insurance, and more.
2
DEBT MANAGEMENT
Many executives hold debt as they climb the corporate ladder. This may include student loans for college or your graduate degree. Debts also may include your primary residence, second home and beyond. Ultimately, we will build a sound repayment strategy for you as opposed to putting extra payments toward these debts to ensure you are handling things as efficiently as possible.
3
PLANNING & STRATEGY IMPLEMENTATION
Devise a deferral strategy and provide investment options for employer-provided retirement plans. Quantify the current and expected future value of stock option awards. Design an exercise strategy to help to maximize value, manage risk, and plan for financial independence.
4
PROACTIVE TAX PLANNING
Understand how all your benefits will impact you from a tax perspective. As a W2 employee, you may have a limited ability to manage your tax situation, therefore attention to detail is very meaningful. Addressing tax opportunities (down years of income) and challenges (high-income years) will allow you to pay less over time (yes you read that right). Strategizing annual financial planning decisions specific to your situation is critical.
5
ANALYZE CURRENT INVESTMENTS
Executives may inadvertently hold more company stock than desired. This happens organically through stock options, awards, and sometimes 401k match. Reviewing the appropriate blend for your overall risk and return profile is necessary. We will build custom recommendations to help create efficiencies in this area and within your separately held portfolio to ensure coordination.
6
CONSTRUCT LONG-TERM CASH FLOW & RETIREMENT PLAN
Through planning, we will timeline out your personal expenses. This includes but is not limited to college education planning, second home purchase, maybe a child’s wedding, pre-retirement income, etc. Your annually updated and customized plan will create an identity for your current and future financial situation and serve as a guide for planning decisions.