Executive Services

4 Key Questions

  • Have you acquired stock through your company retirement plan?

  • Are you an insider at the company or subject to trading windows?

  • Have you been granted company stock options or other forms of equity compensation?

  • Do you own any restricted company stock?

It all starts with a conversation

Compensation Concentration

How do you know when you’re too “all in” with company stock? I call it compensation concentration and I see it a lot with people like you who are successful and well paid.

To know if you’re potentially too heavily weighted in company investments — and find out what you can do about it — take a look at this video.

Cautionary Tech Tale

The future can seem far away, especially for the young and successful. But it’s never too early to plan.

Watch this short video to find out how we can help you prepare for the unexpected.