Helping Executives

manage their success

60-hour workweeks. Increasingly bigger titles and responsibilities. A higher concentration of company stock. And the rising complexities that accompany wealth accumulation. Now what? As a successful executive, how do you transition company stock into retirement income? Who's going to untangle your benefits package? How can you go from making money to finding meaning in your post-work lifestyle?

Often, a driven, successful executive almost feels guilty addressing personal issues on company time. Much like the shoemaker's children who go without shoes, neglecting or postponing one's personal finances seems the norm.

At The Walsh Group, we understand the challenges, concerns and mindset of the successful corporate executive – and most important, we know how to effectively address them.

Corporate executives have often accumulated significant assets that are not immediately accessible, such as deferred compensation, restricted stock options, pension plans and 401(k) benefits. Tax planning is vital to help mitigate taxes and maximize asset value. Through estate planning, we can help preserve your wealth for you and your heirs.

Clearly you have to reflect on what's most important. What are your highest values and most significant goals? Who's really important in your life? From the big picture to the smallest detail, we can customize a comprehensive wealth management plan to address the essential aspects of your financial life.

For more information on how senior executives successfully transition, please read our white paper.

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Second Opinion Service
Learn More
Wealth Management Consultative Process
Learn More
The Client Experience
Learn More
Economic Commentary by Dr. Scott Brown
Learn More
Investment Strategy by Larry Adam
Learn More
Bond Market Commentary
Learn More