As a corporate executive, your compensation package probably includes a significant portion of stock options, restricted stock and other equity-based grants. As a result, you may face unique investment challenges such as:
Here at the Wixon Altheide Financial Group we have direct access to the dedicated professionals on the Wells Fargo Advisors Executive Services Team. The experts on this team are experienced in addressing the concerns facing public company executives, key employees and other corporate insiders. Their approach incorporates direct consultation with your tax advisor and your legal counsel to help develop, implement andexecute all types of strategies and transactions involving company stock.
Specifically, we can enhance your ability to diversify your portfolio by:
Please contact us today to discuss the specific details of your situation and determine how best to proceed. Just click on the "Contact Us" link at the top of the page or call us at 925-746-7289 or 844-696-6524. You can also send us an email by clicking here.