Comprehensive Wealth Management for Corporate Executives

As a successful corporate executive, you face unique challenges. You have significant responsibilities to your customers, colleagues, board of directors, shareholders, and members of the communities in which you do business. Your personal wealth is linked inextricably to the fortunes of your company. Therefore, your personal investment portfolio may be weighted heavily towards cash compensation and equity incentive programs that are subject to onerous rules. Developing specific strategies to navigate these complex governing rules and regulations to preserve and protect this wealth, requires experience, expertise, and time.

At Symboliq Wealth Management we employ a client-focused process that integrates your corporate holdings and benefits with other aspects of your finances. We help our executive clients by advising them on compensation negotiation, identifying ways to help protect personal and professional assets due to an oversized position, addressing taxation issues triggered by equity-based and deferred compensation. Our goal is to maximize the value of your compensation package and to secure and preserve what you have built. Knowing that the experts at Symboliq are spending their time thinking about these issues, means you do not have to.