Custom-Tailored Advice Designed For The C-Suite

As an executive, your financial life is complex and includes many moving parts. You may be wondering how to efficiently invest a performance-based bonus, or what to do with your restricted stock and concentrated equity positions. Our team can help custom-tailor a strategy to your situation, helping you pursue your goals with confidence.

From helping you optimize your benefits to sorting through options for deferred compensation, we can be your steadfast advocate and an important member of your inner circle. As you start thinking of an exit plan, we can help you create a tax-efficient retirement income plan and help you envision how you will spend your days in the next chapter of life.

Our services include:

  • Concentrated equity strategies
  • Executive transactions
  • ESOPs
  • Cashless stock option exercises
  • Rule 144 executions
  • 10b5-1 sales plans
  • Corporate benefits planning