Executives
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.