We bring a holistic perspective to the planning and educational process of investment and
wealth management, including employer benefit analysis. Our clients include:
There are a number of situations unique to these industries that require careful planning.
We evaluate your benefit package and work with you to develop a plan that includes all your investments and other forms of equity compensation including ongoing stock plan management and negotiating compensation packages.
We help you analyze the risk and return of financial decisions.
- What are the tax implications?
- What alternative investments are available?
- How to handle sudden wealth?
We then integrate your financial plan with on-going portfolio management to achieve your short and long term personal and financial goals. So, you don’t miss out on maximizing financial opportunities we provide advice and guidance to assist you in negotiating company benefit plans and severance packages.