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Wealth management for executives with equity-based compensation. Executive compensation packages can be complex and highly personal. If your total compensation includes stock options, restricted stock, stock appreciation rights or other grant-based awards, you’ve probably concluded it’s so complicated you don’t have the time or desire to manage it on your own. One thing you DO know is that having a qualified advisor to help manage your compensation package to maximize your family’s wealth can make all the difference. Most wealth management firms are generalists who don’t understand the intricacies of complex executive compensation strategies. Because managing these types of stock awards is what we do, we understand them inside and out.

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