Executive compensation is complex.
“Many of our clients are successful executives who are burning the candle at both ends. We have the expertise to address the specialized needs that come from having such a large part of your net worth concentrated in company stock.”
-Matthew Mondoux
Senior Financial Advisor
CFA, CMT, CFP®
“Many of our clients are successful executives who are burning the candle at both ends. We have the expertise to address the specialized needs that come from having such a large part of your net worth concentrated in your company stock.”
-Matthew Mondoux
Senior Financial Advisor
CFA, CMT, CFP®
Executive compensation is complex and requires special expertise.
.01
The management of executive compensation requires multi-faceted expertise and a customized approach for each client. You can rely on our experienced advisors to help you decipher the details and to make smart decisions.
02
Our goal is to help you realize the most value from your stock-based compensation. We bring specialized knowledge to help you manage stock option grants, restricted stock, and performance shares.
03
Concentration in company stock is inevitable, and can create a significant risk to your financial plan. We utilize various strategies, such as 10b5-1 plans, to proactively reduce exposure over time.
As a successful executive, you may have a large portion of your wealth tied to a single company. We can help you manage the risks and rewards of company stock ownership as you work to secure your financial future.
We can help you grow your wealth through careful and insightful management of holdings resulting from stock options, restricted stock grants, and other elements of executive compensation.
By leveraging tools like 10b5-1 plans, for example, our team can help you sell company stock by optimizing stock price targets while adhering to all insider trading laws.