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:
- Stock Option Compensation, 83(B) Election, and 10(B)5-1 Plans
- Non-Qualified Deferred Compensation
- Pension – Lump Sum vs. Annuity and various payout options
- Supersized Roth Contributions
- Managing Concentrated Stock Positions using Collars, Exchange Funds, and Family Gifting
- Employment Agreements and Non-Competes
- Employee Stock Purchase Plans
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.