Executives

Strategic Financial Planning for Executives

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 for executives

Wealth advisors, estate planning, tax, family office and insurance professionals under one roof to create one, coordinated wealth management plan

Asset allocation advice for executives

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 working with estate planning professionals for executives

Tax team who works closely with advisor and estate planning professionals to provide proactive tax preparation, tax-advantaged charitable giving and year-round planning

Valuation professionals for executives

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 for executives

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 for executives

Charitable giving and family governance and education assistance to help secure a multigenerational legacy

In addition, we have considerable experience working with executives from Procter & Gamble, AT&T and a variety of Dow 30 companies.

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.

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