Managing Wealth for corporate executives
Corporate executives need to address a number of complex financial matters, such as managing stock options in a tax-efficient manner, mitigating the risk of holding a large concentration of company stock, and even evaluating strategies around deferred compensation. However, because of the time-consuming demands of their jobs and the complex nature of their personal financial circumstances, planning on their own can be challenging.
At Peninsula Private Wealth, we are well versed in creating wealth-preserving and tax-efficient strategies for executives and upper-level managers. We have experience working with employees of Amazon and automobile industry companies such as Ford, GM and Stellantis. Our objective is to help each client derive maximum value from their executive compensation and benefits program.
To this end, we can help you determine the opportune time to exercise stock options, the tax implications of such actions, and how your benefits fit into the overall picture with your retirement and estate planning. We can also discuss your 401(k) options if you plan to change companies or exit the workforce.
As your financial guides, we provide a comprehensive financial plan that fits your life and the future you envision– helping you to manage your investments and mitigate taxes, while also addressing essential matters such as generational wealth transfer and charitable giving.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Peninsula Private Wealth, and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Amazon, Ford, GM and Stellantis.
No timing needed
The Fed is still leaning toward a December rate cut
The shifting landscape of commercial real estate
Family vacations reimagined
More than forgetfulness—having the important conversations
Equity markets carried in November by post-election rally
Don’t Be a Last Minute Rate Shopper
- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
- T 248.593.2998
- TF 888.475.2265
- F 866.522.9597
- Map & Directions
- Map & Directions
- 20 W Washington St Suite 2 Clarkston, MI 48326
- Map & Directions
- Map & Directions
- 1421 Pine Ridge Rd. Suite 300 Naples, Florida 34109
- Map & Directions
- Map & Directions
- 100 Saint Paul St. Suite 600 Denver, CO 80206-5142
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use