Corporate Executives

We have been working with corporate executives for many decades. We work with current and/or retired executives from Dupont (Chemours / Corteva), W.L. Gore, AstraZeneca, Extra Space Storage, CSX, Accenture, IBM, Incyte, AIG, MassMutual, Google, Salesforce, Dell, DocuSign, MBNA / Bank of America, First USA / JPMorgan Chase, M&T / Wilmington Trust, General Dynamics, Hercules, Avon Products, Hyatt, CSC, LyondellBasell, and Wawa.

These are some of the subjects on which we have provided guidance:

We May Mutually Benefit from Working Together if You:

Insist on full disclosure with no hidden conflicts of interest.  

Value a comprehensive service that covers all aspects of your financial life in coordination with your insurance, tax, and legal professionals.

Prefer a boutique, client-centric firm with roots in the community that puts your interest first.

Would rather delegate the implementation of financial and investment matters to an experienced professional.

Send us a Message

Please don’t hesitate to contact us with any questions or concerns. We’re eager to hear from you and assist in any way possible.