Define Your Goals
Let’s understand what’s important to you now, and in the future.
Business Executives Maximize Your Compensation & Personal Financial Plan
A well-rounded strategy for intricate compensation structures, high-income brackets, and time constraints.
Wealth Planning for Executives
As a business executive, navigating your compensation can be intricate, with components like stock options and restricted shares. You also have to plan for you and your family’s future.
That’s where we come in. We’re a dedicated team of professional experts who understand the markets, compensation structures, the importance of diversification, and how to plan for your future.
The Business Executive Experience
We’re here to ensure your hard-earned wealth thrives. We empower you to take control of your financial future through a holistic wealth management approach.
We will navigate the complexities of your employment benefits to unlock their full potential, and craft a tailored strategy that caters to your present financial goals, through retirement and beyond.
The Planning You Deserve
Providing balanced, independent advice that is focused on your future.
Locate & Identify All Assets and Liabilities
Your balance sheet is complicated – we will work with you to make sure it is updated to inform decisions about your future.
Update Your Most Important Documents
Review and update your essential paperwork for a clearer view of your financial situation, empowering informed decisions about your future.
Cash Flow Management
Ensure you have enough cash available to cover short-term obligations while also maximizing opportunities for growth and investments.
Determine an Asset Allocation & Implement an Investment Plan
Design and implement a strategy that aligns with your unique financial circumstance.
Coordinate Your Team of Advisors
Collaborate with your advisors to optimize the strategy and objectives of your financial plan.
Estate Planning
Work alongside your trust and estate attorney to make sure your estate aligns with your financial goals.
Tax Planning
Work alongside your tax professional to implement efficient tax strategies.
Retirement Planning
Set goals and create a strategy to ensure a secure retirement.
I understand from personal and professional experience that every client’s financial situation is unique.
I take pride in providing personalized attention to understand your specific needs and goals. Through careful listening and analysis, I can develop an investment strategy designed to safeguard your assets while promoting their long-term growth.
Michael Fisherman, Partner & Portfolio Manager
Our Entire Team is Dedicated to Your Future
You don’t just have one advisor. You have a team of partners, all of whom know you and understand what you demand from life. And we work together to get you there.
Frequent Questions Business Executives Ask Us
We will need to work with you to understand your compensation structure and the different components such as stock options and deferred compensation. We will then engage your tax professional (if you do not have one, we have partners we recommend) to collaborate on the tax implications and the best strategy moving forward.
Everyone is different, so we start with getting to know you and your unique situation. We have an internal investment team that will review and recommend changes to your existing investment strategy, or propose a new one if you do not currently have one.
A few strategies to focus on as a business executive include:
- Diversification
- Liquidity Needs & Risk Management
- Compensation Planning
- Tax Planning
Absolutely. We pride ourselves in deeply understanding our clients and their families. We believe that the most effective financial plan is one that encompasses the entire family, addressing every aspect of their financial well-being.
Learn About Planning, Investing & More
Read the latest financial advice from our team of advisors.
Let’s Talk About Your Future
No hard sales. No products to push. We just want to get to know you.