Executives & Professionals

We have deep knowledge of benefits and compensation from many prominent corporations & professional service firms and can help you maximize the after-tax value of your salary, perks, and other benefits so you get the most of what you’ve earned.

Home > Executives & Professionals


Your compensation can sometimes be complex, requiring choices that have financial consequences. Executives often receive complicated compensation packages We’ll help you analyze the benefits available to you, so you don’t leave money on the table, and create a wealth plan for achieving your goals. Our advisors work side-by-side with you to alleviate the stress of wealth management, so you can focus on making an impact at work.

We help you make informed decisions

When should you exercise your stock options? Are there valuable perks you shouldn’t pass up? Does your accumulation of company stock mean your portfolio is overly concentrated? We help you evaluate your opportunities, such as participating in a nonqualified deferred compensation plan, understanding the tax implications of your decisions, and minimizing your risks.

Benefit from a holistic view that helps you stay on track

Our Client Planning Portal provides real-time information online, 24/7. It enables you to see your assets in one place, for an illuminating holistic perspective, and it helps you stay organized.

Concentrate on what you do best

Managing your wealth should not be all-consuming. We help busy executives alleviate the stress, so you can focus on your career without worrying about your financial goals.

Find out how our comprehensive approach to wealth management for business executives can help you achieve your financial future.


Attorneys, CPAs, doctors, dentists, and other professionals have challenges and opportunities that differ from those in other professions. We understand that your financial realities may include catching up on your retirement savings, high but uneven cash flow, and concerns about buying or selling your practice — and we can help you create a wealth plan for the future.

When you’re a busy legal, accounting, medical or other professional, you may not have the time it takes to focus on your personal financial goals. And you may have unique wealth challenges that require special expertise.

We help you carve your path

Many professional careers require years of schooling, which may have given you a late start when it comes to saving for retirement. In addition, you likely have a higher-than-average income requiring tax-minimization strategies to keep more of what you earn. And if you choose to start your own practice, you’ll have the responsibilities associated with being a business owner. Our team of credentialed advisors have experience helping professionals like you address your specific wealth challenges and create a personalized plan for your circumstances and goals.

You can dedicate your time to running your practice

We know that your time is valuable. We’ll provide financial guidance that leaves you confident about the future, so you can do what you do best.

Find out how we help professionals achieve their financial goals.