Strategies to help maximize your wealth and optimize the benefits you receive as a professional or corporate executive.

I 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. I recommend  appropriate strategies for your situation taking all of your financial considerations into account. I can help answer questions, including:

• 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?

^{Wells Fargo Advisors is not a legal or tax advisor.}