Managing Wealth for Corporate Executives

The life of an executive is often spent on the go, managing time between their business, their employees and, of course, their families. Due to the sophisticated nature of their work and personal lives, executives need a trusted advisor to simplify their complex financial situation.

As your trusted partner, SSG Executive Advisory Group will provide a comprehensive financial plan for your life and all it encompasses. We will work to manage your investments, mitigate your tax burden, and address key issues to prudently plan for you, your family and your future.

  • Executive Compensation
  • Concentrated Equity Positions
  • Stock Option Planning
  • 10b5-1 Planning
  • Retirement Cash Flow
  • Estate & Dynastic Planning
  • Insurance Gap Analysis
  • A Hypothetical Case Study A Corporate Executive Client

We offer a full range of services

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