Mission

At Executive Wealth Planning, our mission is to help you maximize the value of the package of employee benefits you receive from the company you work for. Your employer has spent a great deal of time and resources building a benefit package designed to motivate and retain you. We think you should understand the value of this compensation package so you know exactly how much your job position is worth and how much it can benefit you, over time.

It starts with getting you comfortable with the terms and conditions of your retirement plan and equity compensation plans. These each have design features that you should be maximizing. After we learn more about you, understand your needs, wants, and family goals, we want to help you identify the personal finance strategies that can improve your lifestyle today and provide the foundation for a sound (maybe even early) retirement in the years ahead.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team has years of experience in the specialized area of executive compensation financial services. We can help you with both the near-term tactical decisions that can make the most of your stock grants and the long-term strategic thinking we believe should drive your retirement planning. We look forward to working with you.