BUSINESS EXECUTIVES
As a successful business executive, you’ve paved your way to financial success and may be considering enlisting a professional advisor who can provide strategic advice on tax and financial planning and potential investment options. The advisors at Gagne Wealth Management Group have decades of experience assisting businesses and executives in the management of their funds.
Our goal is to understand your unique business goals and develop a custom financial plan to meet your needs. Through personalized, hands-on attention to your needs and insightful, forward-thinking advice, we are here to assist you with services such as:
- Executive Transactions – including ESOPs, cashless stock option exercises, restricted stock transactions, Rule 144 executions, 10b5-1 sales plans, and hedging and monetization strategies for concentrated equity positions,
- Corporate Solutions – including share repurchase programs, corporate cash management, 401(k) and other retirement programs, and executive benefit platforms,
- Personal Financial Solutions – including financial and estate planning, tax planning, risk management, portfolio design and management, alternative investments, lending, insurance, and other solutions tailored to the needs of corporate executives and business owners.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V". Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
