Working with Corporate Executives, Professionals and Business Owners

Corporate Executives, Professionals and Business Owners typically have most of their net worth tied up in the practice or business.

Wealth management requires an additional level of careful planning to put you in the best position to succeed over the long term. We have access to resources and can help Corporate Executives, Professionals and Business Owners consider the nuances of their situation, as you plan and prepare for the future.  

  
The team offers advice and guidance and can help clients:

• Navigate corporate stock option plans, deferred comp, concentrated positions, 401K, etc.

• Create strategies that could reduce taxes and better diversify wealth

• Determine if the business is properly protected in terms of liability exposure

• Identify how much money should be on hand in the emergency fund

• Implement wealth management strategies to help smooth out uneven cash flows

• Strategize ways to free up more time to spend with family

• Determine when it may be good time to put a business exit strategy in place

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.