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Our Services > Corporate Services > Financial Counseling
Financial Counseling
Since our inception, GW & Wade has provided leading corporations with comprehensive financial counseling for their management teams. Often these companies are entering a period of transition such as a merger, sale or IPO. Whether the company is public or private, large or small, we educate corporate executives about optimizing their equity compensation through effective tax and financial planning. Our services include:
Educational Seminars
- Effective tax planning
- Stock option analysis and planning an exercise strategy
- Investment planning
- Estate planning
- Retirement planning
Individual Financial Counseling Services
- Establishment of personal balance sheet and cash flow analysis
- Assessment of current investment portfolios and asset allocation strategies
- Stock option analysis
- Retirement planning
- Full review and charting of current estate plan
- Insurance analysis
- Income tax planning
Our clients in the corporate executive program benefit from having one counselor handle their personal financial plans, providing a single point of contact for planning and execution, along with the security of knowing that all elements of corporate compliance are covered.
Click here to contact us about our Corporate Financial Counseling Program.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
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