We have taken note that the defining characteristic for many of the executives we work with is their desire for efficiency. The most efficient use of your time is critical. Our specific planning process enables us to make the most efficient use of your very limited time.
Although "Executive" can be a very broad umbrella term, we have discovered there are similarities between high net worth businesspeople. We understand that executives typically face complex planning issues and we are prepared to assist in all areas of your financial life.
- Minimizing taxation
- Preparing stock option execution plan
- Staying up to date with any regulatory constraints
- Analyzing and preparing a recommendation for your defined benefit/ defined contribution / deferred compensation plan
- Appropriate risk mitigation
This is not a comprehensive list. We are a small tight knit team willing to get to know you and your personal financial goals. You won't be just a number at our firm!
As a registered investment advisor, your needs are held to the highest degree of importance. We operate as a fiduciary, meaning we are legally obligated to put your needs first; our goals are always aligned with yours. If you have any additional questions about what a fiduciary is, or how it applies to you visit our resource center FAQ tab. Registration does not imply a certain level of skill or training.