You face distinct financial management and planning challenges. You have much to balance, both personally and professionally, during various career stages. We've got the experience to help guide you through those challenges. Our process for how to approach financial decision making. The detailed approach we take to deliver comprehensive wealth management to exectuvies goes beyond the typical financial planning approach. We've found that executives can be in one of three phases of their career. Emerging, Established or Pre-Retired/Retired. We have many clients in each of these planning stages. Through listening closely and understanding fully to our clients and learning through that experience, we're equipped to handle our client's financial affairs and help them achieve their most important goals. 


Emerging Executive

This is the first stage. If you're in this phase, typically, you're in a role with increasing responsibility alongside new compensation arrangements. We help you 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 thier home, saving for children's education, or paying down undergraduate or graduate school debt. 


Established Executive

The second stage. In the form of performance based compensation, numerous years in the corporate world has rewarded you 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 areas of wealth management become imperative. You may be looking past just investment management and are looking for advice on estate and tax planning, as well as a thought out risk management program. 


Pre-Retire/Retired Executive

The final stage. Your career in a leadership position is a rewarding experience. Your years of hard work have resulted in peak earnings along with a nest egg of which to travel freely, purchase real estate, or maybe simply spoil grandchildren. Your 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. However, outside of these financial decisions there are often even more important ones. You may want to focus on charitable desires and your family governance. This is the stage that your legacy in the form of estate planning comes to the forefront. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck