Working with Professionals & Executives

We understand the challenges you face. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. We recommend  appropriate strategies for your situation taking all of your financial considerations into account.

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  • How do I better assess my professional risk?

  • What can I do to help preserve my concentrated equity portfolio?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my restricted or controlled stock positions?

  • Are my insurance and risk management plans appropriate?

  • Who can help manage my retirement/deferred compensation account(s) and

  • track my outside investment strategy?

  • How secure is my pension and when should I begin collecting it?

  • How do I ensure my trust and estate is properly set up?

We help you put a plan in place designed to help maximize your wealth and optimize the benefits you receive as a professional or corporate executive.