Addressing operational, retirement plan and personal wealth challenges.

Corporate executives often face unique and complex investment and tax challenges from optimizing their firm’s employee retirement plan and executive compensation benefits to developing their own personal investment and tax planning strategies.  What’s more, for many corporate professionals, stock options represent a significant portion of their wealth. Understanding the best practices for exercising these options, along with the tax implications, can significantly impact overall wealth planning.

Working together with your tax advisors, Broadwater Wealth Management Group can develop a plan to help capitalize on the opportunities for the business and grow personal wealth.

Helping corporate executives answer questions such as:

  • Is our employer sponsored retirement plan optimized for employee success?

  • What factors should we consider when building out our fund menu?

  • Are their strategies to help encourage employees to save more for their futures?

  • How can I manage my concentrated stock in the most tax-efficient manner?

  • What strategies can I use to exercise my stock options while minimizing taxes?

  • How can I integrate stock options and equity compensation into my retirement plan?

  • How can I utilize my equity compensation to increase charitable giving in a tax-efficient way?

Broadwater Wealth Management Group of Wells Fargo Advisors

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