The challenges faced by professionals and corporate executives are unique. Professionals or corporate executives may have most of their net worth invested in an employer-sponsored retirement plan, employer stock, executive compensation plan or other corporate benefit which may require an additional level of careful planning to succeed over the long term.  As Private Wealth Financial Advisors, Stephanie and Jonathan have access to specialized resources and can help professionals and corporate executives consider the nuances of their situation.

The Bass Foley Group of Wells Fargo Advisors can help:  

• Optimize the value of compensation packages and corporate executive benefits

• Create strategies that could reduce taxes and better diversify wealth

• Implement strategies to help increase savings outside of employer-sponsored benefit plans

• Strategize the best ways to optimize executive compensation

• Determine when it may be good time to retire or step away from Corporate America

• Ensure that trusts and estates are established and properly funded

Wells Fargo Advisors does not provide legal or tax advice.