Developing strategies for
corporations and small businesses

Corporations and Small Businesses

We work closely with business owners and corporate executives to help them reach the next level – however they choose to define what’s next. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address everything from asset protection and cash management to employee retention and retirement, as well as strategies to protect your family and your legacy and, of course, your own retirement.

Whether managing assets or providing corporations access to capital, we have all the strategies you need in one place. If you’re acting as a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of corporations, and has the breadth of capabilities and tenured expertise required to implement effective financial strategies and portfolios.

We offer insight and expertise, cultivated over time, which allows us to offer proactive and strategic support to fiduciaries and comprehensive education to plan participants. That includes helping you carefully choose and monitor investments as well as vendors, and remaining compliant with any legislative changes.

If you’re an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought, and with us as your partner, you gain the confidence of knowing we are guiding you on the straightest path to your financial objectives. We can help corporate executives with:

  • Stock option planning
  • Restricted stock and 83(b) elections
  • Cashless stock option exercises
  • Rule 144 executions
  • 10b5-1 sales plans
  • Hedging and monetization for concentrated equity positions
  • Share repurchase programs
  • Corporate cash management and lending solutions*
  • Executive benefit platforms
  • Retirement programs
  • Net unrealized appreciation

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business and focusing on your future.

*Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James & Associates, Inc. is affiliated with Raymond James Bank.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.


You want your money to work as hard as you do, and you deserve a team who can help make sure it does.

Green Wealth Management Group