The challenges faced by corporate executives require a full 360-degree approach including the analysis of your compensation package, equity position and other corporate benefits.
Our recommendations are only made after taking all your financial and lifestyle considerations into account. We help you answer questions such as:
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?
How do I ensure my trust and estate is properly set up?
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.