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Maintaining Your Financial Success

As a corporate executive, you’ve worked hard to achieve your success.  Let us work hard on your behalf to make sure that financial success is maintained for both you and your family.  Our advanced wealth planners have particular expertise in helping executives with the nuances that make up your broad financial picture, including compensation packages, equity options and deferred incentives.

At your request, we can work with your accounting and legal advisors to help you build and implement a plan to manage these present and future assets by addressing issues that include:

  • Corporate plan document analysis
  • Employee stock option and tax strategies
  • Restricted stock, long-term incentive plan analysis
  • Concentrated wealth protection strategies

Sagemark’s name and reputation have been built on servicing each client as if they were our only client. The personal attention and concierge-like service we provide is one of the primary reasons that many of our clients become partners for life.

Meet Dan and Lynn*

Dan is a retired Fortune 500 CEO and is currently on numerous corporate boards and on the board of a local hospital. His general concerns are for his heirs to be good citizens and stewards of his wealth, tax and estate planning, asset protection and taking care of his community (charitable objectives).

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Articles of Interest

*Case study. The names have been changed for privacy reasons. Results will vary from those described based on specific factors such as total assets, risk tolerance, time horizon and other items.