As a professional or corporate executive, you understand that planning is at the heart of running a successful company or practice. The same is true for your own future. However, between the time-consuming demands of your job and the complex nature of your personal financial circumstances, planning for your own future can be difficult.

We serve corporate executives and professionals such as physicians, dentists and attorneys, who realize the wisdom in having a well-designed financial plan not only for addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement.

We know that you spend long days serving your clients or patients, and that you shouldn't also have to worry about managing your money. We understand the many important financial matters professionals must address, including protecting assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

We can help corporate executives with many different executive transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

You can rely on us to provide high-level expertise and advice for your personal financial matters and the needs of your firm or practice. We can serve as your trusted financial professional to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.