Corporate Service
Executive Financial Counseling
Bespoke, perk-based financial planning for C-suite leaders — offloading the cognitive complexity of multi-entity wealth so executives can focus on organizational performance.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
How We Help
- 1
Design deferred compensation strategies — NQDC plans, SERPs, and phantom equity — that align executive incentives with company performance while minimizing current tax liability.
- 2
Manage concentrated stock positions for executives with significant company equity — using 10b5-1 plans, covered call strategies, and charitable giving to systematically reduce risk.
- 3
Provide cognitive offloading to cure executive decision fatigue — handling the full complexity of multi-entity financial planning so leaders can direct their bandwidth toward organizational performance.
Connected to the Human Wealth™ Ontology
This advisory focus area connects directly to the following components of the Human Wealth™ framework.
Element
Autonomy
The freedom to make important life and financial decisions on your own terms. It measures your ability to spend your time the way you want and avoid feeling trapped or forced into situations you wouldn't choose.
Element
Engagement
The level of deep focus and absorption you experience in your daily activities. It measures whether your routines provide the right amount of challenge to keep you stimulated, rather than leaving you bored or overwhelmed.
Element
Vitality
Your foundational physical and mental energy. It measures how healthy and energized you feel on a daily basis, and whether physical discomfort or stress drains your ability to fully engage with life.
Self-Efficacy, Optimism, Resilience, Vitality
Engine Health
Question 1 of 4
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Competence
I feel confident in my ability to handle most challenges that come my way.
Ready to get started?
Let's build a plan that accounts for the whole picture.