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Introduction to Executive Services

As a corporate executive, your compensation package may present unique and complex investment challenges.  Your personal wealth management issues may involve tax implications, selling restrictions, regulatory filing requirements and other personal and professional responsibilities that need to be taken into consideration.  

As a Financial Advisor at Wells Fargo Advisors, Robert Wert can work with you and your tax advisor to develop strategies to help minimize risk in your overall investments in a tax efficient manner, including potential exposure to the alternative minimum tax (AMT) and other tax consequences – whether your executive compensation involves stock option grants, restricted stock grants or stock appreciation rights.  

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.