Financial guidance for corporate professionals

Many of the corporate professionals we serve have an engineering background and mindset. Some have moved into high-level management positions in the automotive industry and are running global manufacturing operations.

While they respect precision and attention to detail and enjoy looking at the inner workings of things, due to the challenging nature of their work, they have neither the time nor inclination to manage the many details of their personal financial matters and corporate benefits.

Of course, they want to know that these essential matters are being taken care of by experienced financial professionals who are well qualified – and who also care about them. We strive to build long-standing client relationships. It’s not only a testament to our capabilities and problem-solving abilities, but also to the trust and true partnerships that have been cultivated along the way.

Renee and her team not only deftly manage the investment side of things, they dig deeper to see the bigger picture. It’s all incorporated into a well-designed financial plan for not only addressing the short-term needs of today, but looking long term to your retirement and legacy.

One important priority is helping our clients derive the most tax-efficient benefit from their well-earned company perks. As part of our tax mitigation strategy, we guide executives in many different 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 assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms, and retirement programs.

We enjoy serving as an advocate, point person and financial quarterback for all our clients – so they can focus on their high-powered careers and post-work lifestyles.