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Many of our clients are high-level executives at publicly traded or privately-held corporations who require a higher level of responsive service. They hope to simplify the execution of their financial responsibilities and ensure that their personal wealth strategy is working cohesively. The clients we serve are driven and understand the importance of working with a professional. Some questions we commonly help high-level executives navigate include:

  • My company provides equity compensation. How does that affect my financial plan?
  • How do taxes play a role in my deferred compensation, such as with my retirement, pension, or stock-option plans?
  • What tax implications should I be aware of and how can I pursue tax-efficient investments?
  • What do I do with performance awards that I may receive?

Our services go far beyond stock picking or investment management; we offer a concierge level of support and simplify financial planning so you can focus on what matters most to you.