Corporate Executives

Specialized Wealth Planning- Specific To Corporate Executives

We specialize in serving executives of public and private corporations who recognize the value of working with experienced financial professionals who provide comprehensive wealth planning that addresses the essential financial issues associated with executive compensation, such as managing stock options and mitigating concentrated equity risk.

We believe all executives should receive thorough and knowledgeable guidance on their financial plans. Having just one overlooked part of your executive compensation strategy could have negative tax consequences, be the difference between buying your dream vacation home or not, retiring earlier than you thought, or achieving other financial and life goals for you and your family.

As your trusted financial partner, we also offer guidance on other planning issues such as cashless stock option exercises, Rule 144 executions, 10b5-1 sales plans, share repurchase programs, corporate cash management, executive benefit platforms, generational wealth transfer and philanthropic objectives.

At the Davis Executive Wealth Management Group, our goal is to help you identify your goals and objectives, and design a sales strategy around your stock and stock options, taking into consideration tax implications, estate planning, trusts and more.

Once you achieve your financial number that will help you realize your goals and objectives, we will help you determine how to best manage it so you can feel confident about your financial matters going forward. 

Services for Executives

Addressing your equity execution needs

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Our Wealth Planning Process

The steps we take to customize your plan

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Corporate Insights

Valuable information for executives

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Please note that changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Raymond James financial advisors we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.