Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.
Executives and Business Owners
Successful executives and business owners are busy people who may not have the time or attention span to manage all aspects of their complex financial lives. They need experienced advisors who will focus on their best interests—without an agenda—to provide comprehensive wealth planning, investment management tailored to their risk profile and goals, and clear reporting of their portfolio holdings, transactions, performance, and fees.
In addition, they often need help addressing the challenges of maximizing corporate benefits, planning stock option exercise, and managing single stock risk.
We have gleaned valuable insights and best practices over the past 25 years acting as a fiduciary and investment advisor to some of the country’s largest retirement plans that we can apply to your wealth planning and investment challenges. Our size provides us with access to best-in-class investment managers that we couple with customized planning services delivered by experienced financial advisors. Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.