Executive Team Services

Executive Team Services

Today’s corporate executive teams have some very specific financial planning and management needs. Staying focused on company growth and success takes enormous commitment. That can leave less time for personal financial matters.

Through our custom, on-site presentations, GW & Wade can help the members of your executive leadership team:

  • Create and follow responsible, long-term plans for their financial futures
  • Understand and optimize their participation in equity-based compensation and benefit plans
  • Conduct cash flow analysis and balance sheet consolidation
  • Assess all tax exposure, including AMT vs. regular taxes
  • Assess factors for long-term financial independence, including taxable and tax-deferred assets, social security options, etc.
  • Begin or expand estate planning

Contact us to learn about our Executive Team Services