Workplace Solutions for Executives

As an executive, having a secure plan in place is paramount. At Focus Partners Wealth, we are equipped to help executives navigate the complexities that come along with their role.

Our Approach

Whether you are an executive or a professional looking to enhance your company’s sponsored planning offerings, we are here to help provide a comprehensive plan unique to each executive while maximizing the company’s benefits. We plan around concentrated positions that could put your financial plan at risk, advise you when and how to exercise your stock options and design a strategic post-liquidity plan including trading plans that consider lock-up periods and other restrictions.

When issues arise, you will be prepared.

Executives face a distinct set of challenges that require a team with the experience and resources in advising them on often complex financial matters. We prepare you to understand the upside and downside of each decision you make – from compensation and benefits to equity incentive and financial plans to tax issues that may arise with unpredictable income.

Our suite of services include:

Benefits Planning

Education and integration of benefit plans and compensation, including 401k contribution considerations, employee stock plans and financial planning.

Tax Preparation and Planning

Our tax professionals work proactively with executives identifying key tax planning opportunities with the goal to help minimize taxes today and in the future.

Investment and Cash Management

We seek to maximize the assets you’ve worked so hard to attain with data driven investing strategies.

Retirement Planning

Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.

Estate and Trust

Safeguard your financial resources to help support the legacy and impact you wish to have on future generations.

Education Planning

Protecting your family and your wealth while striving to ensure your assets can support long term well–being.

Insurance Planning

Protecting your family and your wealth while ensuring your assets can support long term well-being.

Private and Public Market Liquidity and Management

Our Private and Public Markets teams specialize in working with individuals whose company equity represents a significant portion of their net worth, including private equity and venture capital investors, portfolio team members, and executives at publicly traded companies with concentrated positions.

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