Executive Wealth Management
As an executive, you have a high income and attractive benefits, but is that success moving you closer to financial independence? Learn how our executive wealth management solutions can help you get on track to working toward turning your success into sustainable wealth.
Common Questions and Challenges
- How can I diversify my investments with so much of my wealth tied to my company?
- What strategies will help me make the most of my stock options and benefits?
- How can I protect my investments from stock market volatility?
- Is my current estate plan sufficient to secure my family’s future?
- What strategies can help me lower my tax liability?
How Genesis Can Help
We specialize in serving high-achieving individuals like you. We help you create a long-term plan that puts you firmly on the path of turning today’s success into long-term financial stability.
Holistic Executive Wealth Management
Our team is experienced in navigating the complexities of executive compensation and equity incentives. More important is our focus on comprehensive financial planning to help you build sustainable wealth. Our Wealth Planning for Life™ process takes a 360-degree view of your finances that goes far beyond investments to help you plan for and work toward achieving your life goals.
Maximize Your Executive Rewards and Benefits
You have one chance to leverage your executive compensation package for maximum benefit. Your Genesis Executive Wealth Manager will review your benefits package—salary, bonuses, stock options, and other incentives—and provide actionable strategies that maximize value. Tax consequences will always be carefully considered to strive for the best after-tax result.
Proactive Investment Management
Balancing growth with security is critical in investment management. At Genesis, our team crafts a bespoke investment portfolio that meets your risk tolerance and financial objectives. To strengthen your financial resilience, we can help you diversify across appropriate asset classes which may include alternative investments as well as traditional ones.
Working Toward Securing Your Retirement and Legacy
Our CERTIFIED FINANCIAL PLANNER™ professionals deliver customized retirement planning for executives. From maximizing retirement fund contributions to devising tax-efficient withdrawal plans, we have you covered. Our legacy and estate planning helps provide strategies to facilitate a tax-efficient transition of your assets to future generations or philanthropic causes according to your wishes.
More Attention to Help You Pursue Your Goals
Most importantly, we deliver the higher level of service you need to stay accountable to your own goals. Your Wealth Manager and the Genesis team are here to support you in making the best decisions possible to maximize your resources.
