Corporate Executive Services

Our Corporate Executive Services offering is designed to help your company’s executives not only understand and optimize their total compensation package, but also address other financial planning and investment needs they may have, creating meaningful value for your employees and your business.

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How we work with companies

We have the experience, agility, and dedication to make a difference in ways that are most relevant to your organization and your people.

Flexible

  • We can fit into your current benefits offering or help you determine how to structure a financial planning program that meets your HR and business objectives.

  • We are structured to serve a wide range of employees and can accommodate rising executives up to the most senior management.

In-Depth

  • Through our rigorous due diligence process, we work to understand every element and nuance of your compensation and benefit programs.

  • This enables us to serve as an extension of your HR team, helping to educate your employees and advise them on how to optimize their individual benefits.

Focused

  • To accommodate learning about your unique compensation structure and delivering highly personalized guidance to each of your qualified employees, we are thoughtful and selective in establishing new corporate relationships.

  • Our clients come first.

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How we serve your executives

We aim to provide your executives with the same comprehensive planning and investment solutions that our wealth management clients receive. The distinction is that our analysis and guidance take the complex elements of their total compensation package, such as captive corporate assets, into consideration.

Compensation & Benefits

  • 401(k) Plan

  • Rule 144 Stocks (10B5-1 plans)

  • Pension Plans (qualified & non-qualified)

  • Retention Bonuses (SEP & PEP)

  • Stock Options

  • Restoration Plan

  • Deferred Compensation

  • Restricted Stock Units

  • Company Stock Holding Requirements

  • Supplemental Executive Retirement Pension (SERP)