Corporate Executives


Our specialized expertise helping corporate executives:

Our busy executive clients delegate and depend on colleagues in their work lives. We too believe in a team-based approach to help take the burden of monitoring and managing many areas of your personal financial life off your shoulders.  Specifically, we develop, monitor, and adjust your financial plan as your role and various compensation components evolve over a career. Our team can help develop a strategy to best allocate not only base pay, but also any variable compensation you may earn quarterly or annually toward retirement and/or college funding objectives. We can also assist you with integrating various group benefits with personally owned solutions such as life insurance and income protection solutions.

Corporate executives are often pulled in many directions, and we understand your time is extremely valuable. We help minimize the amount of time you need to spend monitoring and managing your financial plan and investments, so you can best apply your skills and passion to personal/family and career commitments.

In today’s fast paced business world, it is not uncommon for successful executives to be approached regularly by other companies about job opportunities. As your trusted advisor, we can help translate various compensation components, make an apples-to-apples financial comparison, and assess the potential impact on long-term financial stability. Additionally, during the discussion phase with a potential employer, having a financial advocate behind the scenes can help clients secure an even better compensation package than an initial offer may contain.

We understand that, as a W-2 employee, you are limited in your ability to impact your tax bracket compared to a business owner. We can guide you on ways to maximize the few tax advantages you can employ to even the playing field from a federal and state tax liability perspective. Our cumulative expertise comes from helping Corporate Executives in various industries including banking, pharmaceutical, and manufacturing over many decades with their common planning areas - several of which are listed below. 

Common Executive Planning Needs:

  • Tax strategy planning
  • Stock option planning
  • Deferred compensation planning
  • Restricted stock sales
  • Net unrealized appreciation (NUA)