While it is always prudent to have the professional guidance of a highly experienced financial team, there are specific times in life when it is absolutely essential – significant transitions such as the sale of a business, conversion of corporate stock to retirement income, or receiving a family inheritance.
If you are approaching a significant transition in your life, we’re exceptionally capable of positioning you to be well prepared.
There are complex needs that require the deeper guidance of a veteran team. At SSG Executive Advisory Group, our goal is to help you confidently move to the next phase of your life and enjoy the well-earned lifestyle you have worked so hard to achieve.
We develop a comprehensive plan to help mitigate risks, implement an action plan, facilitate all the necessary steps, and provide ongoing management and monitoring.Learn more
Get to know Our Team
Senior Vice President, Investments Private Wealth Advisor, Certified Exit Planning Advisor
Vice President, Investments Private Wealth Advisor, Certified Exit Planning Advisor
Working with us
We employ wealth management and risk management tactics to enable participation in up markets while attempting to limit exposure to down markets. We also employ a disciplined and intensive client service model, so our clients always know when we are calling and can anticipate hearing from us on a regular time schedule.
How We Help
There are many different financial disciplines that encompass a wealth management plan specific and relevant to your individual situation. We consider them all, from managing and preserving your wealth, to leaving a legacy.
Information & insight
When markets are down, what should you do about RMDs?
Fed raises interest rates with a 25 basis point increase
Start the conversation about quiet quitting
Incremental progress emerging in the banking sector fallout
CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.