Focused guidance for executives and professionals
Our team has an in-depth understanding of local companies’ benefits programs and retirement plans. This knowledge is a key way we can help manage and preserve the wealth of executives and professionals in a consistent and responsible manner. It’s complemented by our in-depth process for getting to know your risk tolerance, needs and goals, resulting in a custom financial plan tailored to your situation.
We provide prudent portfolio management and financial planning, and have specialized knowledge of many types of transactions, including stock option planning, cashless stock option exercises, Rule 144 executions and 10b5-1 sales plans. We take many factors into account in managing your assets, including tax-efficiency and the need to manage risk. For example, many executives have concentrated stock positions and the risk of having many eggs in one basket, which we would address through a custom strategy. We have also helped clients with a strategy known as net unrealized appreciation.
Our goal is to serve as your trusted financial partner to help manage your investments, while also addressing key issues such as estate planning, generational wealth transfer and charitable wishes. We invite you to experience the high standards of service and accountability we offer as we build lifelong relationships.