Executive Compensation

Bringing confidence and integrity to your financial life.

As part of our comprehensive wealth management services, we offer executive compensation services to make the most of your employee benefits.

Compensation Analysis

Are you considering a career change? Upon request, your wealth manager will review your entire compensation package—salary, bonuses, stock options, and RSUs—to ensure it’s competitive and aligned with your role and contributions. This personalized analysis can help arm you with the information you need to negotiate or decide to make a change.

Maximizing Equity Options

Stock options and RSUs can potentially be a means to change your financial position dramatically. They are also complex, and many people make expensive mistakes by acting without thoroughly analyzing their options. At Genesis, if equity options are part of your executive compensation, we will work closely with you to develop strategies that maximize their value. Your wealth manager will analyze market conditions, tax implications, and vesting schedules to help you make informed decisions regarding exercising options, managing stock holdings, and optimizing your equity-based compensation.

Deferred Compensation

If your employer offers you a deferred compensation plan, that could be an effective strategy to save taxes and increase your retirement savings. However, these plans are not without their risks or complexities. If you are eligible to participate in one of these plans, our team can assist you in evaluating your options. We consider factors such as tax implications, vesting schedules, and payout options to help you create a deferred compensation strategy that complements your overall financial plan.

Benefits Optimization

Your benefits package may include various incentives and options. We’ll help you evaluate your current benefits package and provide guidance on optimizing various aspects such as health insurance, retirement plans, executive perks and supplemental executive retirement plans (SERPs) to help ensure you’re not missing any opportunities that align with your overall financial goals.

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