Investor Access

Corporate Executives

Those in the highest positions often contend with the greatest degree of complexity when it comes to financial planning. Drawing on our extensive experience with executives and other key employees, we offer an array of services to help you plan effectively for your substantial pool of assets. From managing deferred compensation, diversifying concentrated stock positions and managing stock options, to 10b5-1 planning and investment banking, our goal is to help you make the most of your professional and financial success.

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We serve professionals such as physicians, dentists and attorneys, who often are self-employed and building a practice that is starting to generate significant income. They realize the prudence of having a well-designed financial plan not only for addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement.

We know that you spend long days serving your clients or patients, and that you shouldn’t also have to worry about managing your money. We understand the many important financial matters professionals must address, including protecting assets from liability risk, tax planning, managing cash flow, mitigating the effects of healthcare cutbacks, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, achieving financial independence.

You can rely on us to provide high-level expertise and advice for your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.