Corporate executives are often encumbered by having multiple investment accounts resulting from their healthy employee benefit packages which often include equity based compensation. The tax implications alone can be paralyzing. And that’s without even factoring in bond rates, inflation, and times of market uncertainty and volatility, let alone the optics of how to manage the sale of the company stock with upper management and the compliance ramifications with The SEC. The needs of an up-and-coming executive are far different from that of an established executive who is quickly approaching retirement. Their unique investments often include restricted stock units, incentive stock options, and other forms of incentive/equity based compensation. These ever-evolving needs often justify the consultation of a wealth management expert.

We are Independent CFP® Practitioners, and Fiduciary Fee-Based in Tampa, specializing in holistic wealth management.

More than that, however, we love going beyond our role as local Tampa financial advisors to truly partner with our clients in achieving their best life.  With nearly one hundred years of combined experience, our team is ready to support, compliment, and synchronize the collection of investment strategies you likely already have.

 

NOTE: Different types of investments involve varying degrees of risk and there can be no assurance of future performance of any specific investment strategy, product, or service made reference to in this material.