Specialized Coordination For Executives

Our advisors work side-by-side with corporate executives to alleviate their wealth management stress, so they can focus on their high-level work.

Executives from prominent corporations, such as Aetna, United Technologies and The Travelers Companies benefit from our deep knowledge of the executive benefits and compensation landscape at their companies. We are proud to work with executives in a variety of industries and organizations.

As a business executive, you may have a variety of stock option plans, employee stock purchase plans, non-qualified plans, and other benefits that are not working effectively for you. You may not even be aware of these opportunities, so let us figure out what benefit programs are available and help you navigate the choices you have for executive benefits.

Our eMoney tool is essential in helping to get everything organized. We help you see all of these programs in one place, so you can finally understand what it all means for you and your future. eMoney provides real-time information online 24/7, and is an invaluable tool for asset management and financial planning.

Want to make sense of your executive benefits? Let us clarify the complexity behind your choices.