Executive Compensation Strategies | Oliver Private Wealth Management Group of Wells Fargo Advisors | Charlotte, NC

Corporate executives aren’t paid like a typical employee. That means you can’t afford to invest like one, either — especially when you may not fully comprehend the true value of your compensation. We help corporate leaders make better investing decisions about their income, bonuses and company equity.

YOU MAY NOT REALIZE:
You’re taxed differently

HOW WE HELP:
Selling, vesting and exercising stock can trigger a chain reaction of taxable events. We’ll work with your CPA to create a multi-year plan to help reduce your obligations and enhance your financial strength.

^{Wells Fargo Advisors does not provide legal or tax advice.}

YOU MAY NOT REALIZE:
Loyalty might be your enemy

HOW WE HELP:
Having a concentrated equity positions might make you a team player. But what happens if growth stalls, shares tumble or worse? We can gradually diversify your portfolio to reduce risk while still allowing for upside performance.

YOU MAY NOT REALIZE:
You’re already financially independent

HOW WE HELP:
It’s not uncommon for executives to stay at their company longer than necessary due to familiarity or fear. We can crunch the numbers to show what it would look like if you left now, three years from now or took a lower-paying job that evens out your work/life balance.

YOU MAY NOT REALIZE:
Your equity can go to charity

HOW WE HELP:
Appreciated shares can be rolled into a Donor Advised Fund as part of a broader philanthropic strategy to promote a win-win: supporting a cause you care about while contributing to your Required Minimum Distributions in a tax-efficient way.

Optimize Your Compensation

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