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Strategic Financial Planning for Executives
Our executive wealth management advisors offer deep experience working with high-net-worth executives like yourself on every aspect of financial planning, from asset allocation to business ownership, sale and succession. Our wealth advisors can also help you navigate a complex benefits package including stock options and bonuses, as well as create tax-efficient strategies for retirement and multigenerational charitable giving.
We specialize in partnering with executives on a plan that may include:
Wealth advisors, estate planning, tax, family office and insurance professionals under one roof to create one, coordinated wealth management plan
Advice on asset allocation, including stress testing portfolios and investment strategies that align with your risk tolerance, diversification needs and long-term goals
Tax team who works closely with advisor and estate planning professionals to provide proactive tax preparation, tax-advantaged charitable giving and year-round planning
Access to valuation professionals through Mariner Capital Advisors to determine the valuation of your business and help negotiate the sale or acquisition of your company
Retirement plan strategies that address potential savings gaps created by ERISA and IRS limitations in employer-sponsored retirement and health care plans and include a withdrawal strategy to help minimize downside risk
Charitable giving and family governance and education assistance to help secure a multigenerational legacy
MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.