Corporate Executives

We can help at any stage.

It is well known that a corporate executive faces distinct financial management and planning challenges. There is much to balance, both personally and professionally, during various career stages. We understand those challenges and have created a process for how to approach financial decision making. We have developed a detailed approach to deliver comprehensive wealth management to executives which goes beyond the typical financial planning approach.

We have many clients in each of these planning stages. By listening closely and understanding fully, we are equipped to handle our client’s financial affairs and help them achieve their most important of goals.

No matter what stage you are in, perhaps it is time to start a conversation?

“The best executive is one who has sense enough to pick good people to do what he wants done, and self-restraint enough to keep from meddling with them while they do it.”

                                                                                 -Theodore Roosevelt

  • Emerging Executive

    This is the first stage. Typically, an individual is in a role with increasing responsibility alongside new compensation arrangements. We help them gain a better understanding of equity linked performance awards. At this stage, budgeting and goal prioritization is crucial when determining how much and where to save. We find it common for an executive to be upgrading their home, saving for children’s education, or paying down undergraduate or graduate school debt.

  • Established Executive

    The is the second stage. In the form of performance-based compensation, numerous years in the corporate world has rewarded this individual with more wealth building opportunities. Often, this will come with increased travel expectations and a demanding schedule. Time is at a premium and the need to coordinate all facets of wealth management become imperative. The executive is looking past just investment management and is looking for advice on estate and tax planning, as well as a well thought out risk management program.

  • Pre-Retire/Retired Executive

    The is the third stage. A career culminating in a leadership position is a rewarding experience. Years of hard work have resulted in peak earnings along with a nest egg of which to travel freely, purchase real estate, or maybe just spoil grandchildren. The financial decisions leading up to retirement are most critical. Common themes are income planning coordinated with employer-sponsored retirement plans, concentrated stock positions liquidation strategy, and preparing for various pension payout scenarios. But outside of these financial decisions often loom other, even more important ones. Along with charitable desires and family governance, it is at this stage that their legacy in the form of estate planning, comes to the forefront.