1700 Ashwood Drive
As a highly successful executive or business owner, you face many unique challenges in your daily life. Your personal wealth is highly impacted by the success of your company. You may have a significant weighting in company stock, stock options, restricted stock, or business equity. Many executives and business owners struggle finding the time to manage their personal finances while being actively involved in their day-to-day responsibilities.
For high net worth individuals having a thorough financial plan is of the utmost importance. Our team will collaborate with other professionals, such as, attorneys and accountants, to deliver a customized solution that focuses all your specific needs in the following areas:
At Stein Wealth Advisors we work hard to understand all your company benefits and total compensation. We will provide resources in an effort to help you better maximize complex financial products and strategies, such as:
As a small business owner, you have the responsibility of being responsible for your company financials and your personal finances, all at the same time. At Stein Wealth Advisors we take the time to assist you with various aspects of your business finances aiming to help you get the most out of your total compensation package to both you as the business owner and your employees.