SERVICES FOR INDIVIDUALS
You have goals and dreams. We have experience helping clients achieve them. Your wealth advisor will develop a personalized wealth management strategy focused on those things most important to you. We'll evaluate all aspects of your financial life, and help you discover your financial success.
Equity compensation can make up a significant portion of personal financial wealth for corporate executives as well as employees of early-stage companies or those with employee stock plans. Expert analysis and planning are needed to maximize the opportunity these benefits present while minimizing the impact of taxes.