You’ve achieved a high level of success in your career, but complex compensation packages, stock awards, business ownership, and executive benefits can make financial planning feel overwhelming. We help corporate leaders, C-suite executives, and technology professionals to evaluate their financial situation and explore planning strategies tailored to their goals. Our team of specialists collaborates to manage your wealth, optimize your tax position, and align your financial plan with your long-term goals. This includes financial advisors with Certified Equity Professional (CEP®) and Chartered Financial Analyst® designations, Certified Public Accountants (CPAs), and estate planning attorneys.
You’ve worked hard to reach the C-suite. Now, you deserve a financial plan that helps you protect your wealth, make informed decisions, and align your personal and professional goals. From stock options and equity awards to retirement planning and tax strategies, we help you address complex financial choices so you can focus on leading with confidence.
Savant’s experienced team can help you:
Your compensation may be complex, but your financial plan shouldn’t be. We help technology leaders and high-earning professionals harness the full potential of equity awards, career growth, and liquidity events so they can pursue goals, protect their future, and confidently plan for what comes next. Your Savant advisor can help you:
Executive financial planning is a specialized approach to addressing the complex finances of high-earning professionals and corporate leaders. It covers equity compensation, tax strategies, retirement planning, and business interests. Savant’s goal is to help clients pursue personal and professional objectives through a coordinated and thoughtful planning process.
Our team works with you to understand your compensation, benefits, and business interests. We provide strategies and guidance designed to help you evaluate opportunities, manage tax considerations, and integrate equity and other complex assets into a comprehensive financial plan. We have structured our process to help simplify decision-making in these complex areas.
Savant’s specialists include financial advisors with Certified Equity Professional (CEP®) and Chartered Financial Analyst® designations, Certified Public Accountants (CPAs), and estate planning attorneys. They bring extensive experience working with executives and high-earning professionals. We designed our collaborative process to help coordinate all aspects of your financial life, including equity compensation, retirement planning, and tax strategies.
When evaluating a financial advisor, executives may find it helpful to consider several qualities: