As a valued executive of your company, the rewards you receive for your uncommon vision and leadership can be significant. Along with rewards, however, come unique challenges and risks — highly concentrated stock positions, restricted stock grants and warrants, and bonuses or incentive compensation such as appreciation rights and performance stock units. Since your earnings are closely tied to your company’s success, it is prudent to consider the impact of separating your personal financial future from your employer’s. At SOUND Wealth Management Group, we assist in analyzing your sensitivity to a single business entity and help remove the emotion and proximity that might otherwise influence important financial decisions.
Whether you are an emerging or seasoned executive, our team evaluates your benefits and works with you to preemptively model a variety of plans — testing the potential impact of “what if” situations and the probabilities of attaining your financial goals under varying income levels, compensation structures, future expenditures, and retirement timelines.
Backed by Janney’s home office resources, SOUND Wealth Management Group can help navigate many complex executive transactions, including employee stock ownership plans, cashless stock option exercises, Rule 144, 145, and 701 executions, pension buyouts, 10b5-1 sales plans, and hedging and monetization for concentrated equity positions. Further, we assist with corporate solutions such as repurchase programs, corporate cash management, executive benefit platforms, and retirement programs.
SOUND Wealth Management Group has developed extensive familiarity with executive compensation and benefit programs across a range of companies and industries, providing specific recommendations tailored to individual corporate programs and personal situations.
When it comes time to transition into retirement or pursue a new business opportunity, we synchronize your financial plan with your goals and continue to provide informed guidance to you and your family.
Gary and Brandon, who hold the Accredited Investment Fiduciary® (AIF®) designation, along with the entire SOUND Wealth Management Group team, have the training to implement a prudent process in their investment practices.