Special Offer
Complimentary Risk Analysis Available

Corporate Executives

We specialize in working with corporate executives from Fortune 500 companies like ExxonMobil, Verizon, and Amazon. The executives we work best with have a minimum of $500,000 in investable assets.

We understand that C-suite executives have unique needs when it comes to wealth management. With complex compensation packages to manage and stock options to navigate, you want to feel confident you’re making the most of your wealth — and a financial advisor can help. Stockbridge Wealth Advisors works closely with corporate executives on the following financial issues:

  • Building Long-Term Wealth
  • Supplemental Pension Plans
  • Deferred Compensation
  • Managing Stock Options
  • Tax Mitigation Strategies
  • Alternative Investments, such as Private Debt Funds
  • Cash-Flow Management
  • Retirement Plans
  • Debt Management
  • Risk Tolerance
  • Health Benefits

Our sophisticated modeling of spending and wealth accumulation is what sets us apart. We work with our clients to strategically create a comprehensive wealth portfolio that aligns with their objectives and goals for the future. Contact us at (972) 803-6698 or email us at info@stockbridgewa.com  to learn more about how we can help you achieve your financial goals.