Financial Planning & Wealth Management
for Executives
We have deep experience in financial planning for executives. We'll help you leverage your compensation package to empower your goals, with Absolute Confidence. Unwavering Partnership. For Life.
Ensure you optimize your compensation plan today and as your career evolves.
Implement a strategic wealth plan to minimize taxes so you can maximize investments.
Create a strategic financial plan designed to build wealth for the future you envision and the legacy you want to leave.
schedule your free consultation
Wealth Planning for Executives:
Explore Our Fiduciary Financial Services
We provide comprehensive services with a holistic approach that considers how best to fit every piece of the puzzle into your ideal financial picture.
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- Executive wealth and compensation plan strategies for company stock, stock options, restricted stock units, short term incentives, and more
- Education Planning and Account Management
- Insurance Planning and Analysis
- Estate Planning and Inheritance Planning
- Tax Advantaged Strategies
- Custom Consulting
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Investment & Retirement Planning
- Portfolio Management
- Investment Analysis
- 401(k) & 403(b) Plan Analysis
- Traditional IRAs & Roth IRAs
- Stocks, Bonds, Municipal Bonds, and Mutual Funds
- ETFs
- ESG Investing
- REITs (alternatives)
- Annuities & CDs
Investment & retirement account Management
- Education Accounts
- Endowments
- Trusts
- Corporate
- Non-Retirement
- Retirement: IRA Rollover; Traditional, Roth, SEP, and Simple IRA; 401(k), 457, and 403(b)
Savvy Sophistication
"WHZ, With your team’s transparency, patience, and sophistication in maximizing my corporate benefits and overall financial plan, I now have a realistic path to retire at 60. Thank you!"
– Rick, WHZ Client
This statement was provided 3/18/2023 by Rick Harvey who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Meet Your Advisory Team
schedule your free consultation
Meticulous Customization
"WHZ has guided me in making my employee stock purchase plan and restricted stock units as tax-efficient as possible. I’m continually impressed with the financial acumen at WHZ and how they anticipate issues or opportunities I may not have considered."
– Bill, WHZ Client
This statement was provided 2/29/2024 by Bill Eicholzer who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
What to Expect:
Our Strategic Financial Planning Process
You’re only 3 steps away from your tailored strategy
We developed this process based on extensive research and execute it using the most up-to-date tools available. It relies on a consistent and disciplined partnership approach to guiding you toward achieving your financial life goals so you can ultimately Live Well.
Our strategic process is complemented by the fact that our team understands the unique challenges that executives face.
- From stock options and bonuses to retirement plans and benefits, we will work closely with you to navigate the complexities of your financial landscape. We begin by conducting a thorough analysis of your current financial situation, identifying opportunities for growth and areas where you can save.
- Our personalized approach means that we tailor our strategies to fit your specific needs and aspirations. Whether you are looking to buy a new home, fund your children's education, or prepare for retirement, we will create a roadmap that aligns with your goals.
- In addition to optimizing your compensation package, we will help you develop a diversified investment portfolio that reflects your risk tolerance and long-term objectives. Our investment strategies are designed to adapt to market changes, ensuring that your wealth continues to grow over time.
- We also prioritize tax efficiency in all our planning. By utilizing various tax-advantaged accounts and investment vehicles, we can help you keep more of your hard-earned money. Our proactive approach means we stay ahead of tax law changes, so you can rest easy knowing your financial plan is always up to date.
- As your career progresses, we will be there every step of the way, providing ongoing support and guidance. Our commitment to you is unwavering; we are not just your financial advisors, but your partners in building a secure and prosperous future.
Let us help you take control of your financial destiny. Together, we can create a legacy that reflects your values and aspirations, ensuring that you and your loved ones enjoy the fruits of your labor for generations to come.
We Make It Easy to Get Started
1. book your discovery session
Kate Pitts, VP Client Experience & Relationships, will meet with you virtually, by phone, or in person to learn more about your specific situation and goals. She will also explain our strategic process and how we work to provide you with the best possible wealth management experience at every touchpoint.
2. complete your secure online profile
After your discovery session you can use our secure online form to share more details about your finances, goals, and preferences. Our team will use that information to begin drafting your personalized financial strategy.
3. Meet With Your Advisor to Review & Launch Your Tailored Financial Plan
You'll meet with your advisor to review and refine the financial strategy our team has drafted specifically for you. Then we'll launch your strategy and partner with you every step of the way to ensure you stay on track toward your goals.
Book Your Discovery Session Now
Future Focused
"I now have such a clear, confident picture of my long-term trajectory all the way into retirement, which gives me tremendous peace of mind. WHZ’s team-based, collaborative approach takes so much stress off of my shoulders and truly sets them apart from my past financial advisors."
– Marie, WHZ Client
This statement was provided 3/7/2024 by Marie Sanchirico who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
