High Income Earners with Equity Compensation
At Perspective Wealth Advisors, we recognize the distinct financial challenges that come with high income and equity-based compensation.
Wealth Building and Equity Optimization
At Perspective Wealth Advisors, we offer a holistic approach to financial planning that brings together wealth, tax, and estate planning. Our team partners with you to develop a tailored strategy aligned with your financial goals and unique circumstances. We aim to help you effectively manage your income and equity to support your long-term financial objectives.
Early in an executive career, maximizing income and understanding equity compensation is critical. We work with executives to develop strategies that optimize stock options, restricted stock units, and other equity, ensuring these assets support your financial foundation and long-term goals.
We guide you through tax-efficient strategies, risk management, and diversification to help you work toward your financial goals and align your assets with your career trajectory and lifestyle.
When you reach a transition point - such as retiring, changing roles, or diversifying your investments - we provide guidance to help you manage your accumulated wealth. Our team collaborates with you to create a plan that addresses weath transfer, tax considerations, and legacy planning, aligning with your financial goals and personal priorities.
Comprehensive solutions for business owners & entrepreneurs
At Perspective Wealth Advisors, we offer a comprehensive approach to financial planning that integrates wealth, tax, and estate planning. Our team works with you to develop a personalized strategy tailored to your goals and financial objectives.
Discover an Empowered Perspective on Wealth.
Schedule a 15-minute phone call today.