Corporate Executive & Advisory Services

We understand the challenges that corporate executives face in their financial lives, and we can help develop a customized wealth management strategy tailored to your individual situation. As a successful corporate executive, you are often time-constrained and need to balance multiple professional and personal goals. We can help you prioritize your goals and take the necessary steps to help you actively pursue them.

While unique, your needs as a corporate executive might include:

• Reducing the risk of a concentrated stock position
• Navigating and complying with SEC rules
• Developing a long-term financial strategy
• Gaining easier access to cash, even though your cash flow may be uneven throughout the year
• Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority

Services we offer Corporate Executives:

• Personalized Wealth & Future Cash Flow Analysis
• Managing Portfolio Risk through concentration and correlation analysis
• Maximizing your Equity Awards
• Optimizing and planning for Retirement cash flow
• Evaluation of contribution rate and investment mix within your 401(k) & SERP
• How emotions can impact returns
• Track progress to your goals
• Planning for college expenses
• Multiple team members proficient in Spanish

Retirement Planning Services

We measure success against helping you reach your goals, not the performance of the market. By understanding your unique priorities and financial situation, we can help you plan for the retirement you’ve envisioned — it’s about preparing and keeping your finances in line. We are committed to helping you pursue a successful retirement that is an extension of your life today.

We start by listening and learning about your vision for retirement. Through meaningful conversations, we get to know what matters to you and use that understanding to develop a customized retirement strategy that takes your unique retirement goals and entire financial picture into account. As you plan for and transition into retirement, your needs might include:

• Managing healthcare expenses, now and in the future
• Upsizing, downsizing, remodeling or buying a vacation home
• Taking care of your family and other loved ones
• Spending your free time in meaningful ways
• Maximizing retirement compensation and Social Security benefits
• Working in retirement, or selling or starting a business
• Giving back through volunteering, mentoring, and giving to charities

Together, we can build a strategy that considers your priorities, retirement goals, objectives, risk tolerance, time horizon, liquidity needs, and financial situation. For those nearing retirement, we also consider inflation, health care costs, and other factors to help you pursue your desired lifestyle. We will revisit your goals regularly and help you make adjustments, as needed, to help keep you on track.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.