Wealth planning for busy I.T. professionals
We serve technology professionals who see the wisdom in having a well-designed financial plan for not only addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement and legacy.
Many IT professionals have spent their careers in the corporate world and, because of it, need to address a number of complex financial matters, such as managing stock options and concentrated equities. However, because of the time-consuming demands of their jobs and the complex nature of their personal financial circumstances, planning on their own can be challenging.
We help technology professionals with stock-option planning, employee stock purchase plans (ESPP), stock awards and 401(k) rollovers. We can also assist with deferred compensation plan analysis, rule 144 executions, 10b5-1 sales plans, and hedging and monetization for concentrated equity positions. You can count on us to serve as your trusted partner to help manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer, and charitable giving.
Services Include
- Wealth & Investment Management
- Stock Option Planning
- Banking & Lending Solutions*
- Legacy Planning
- Wealth Transfer
- Risk Management
