Financial planning can be challenging for executives given the unique and complex compensation and benefits packages granted as well as any ongoing regulatory trading restrictions.
A demanding workload rarely affords corporate executives the proper time to attend to their own personal financial matters, leaving them to wonder when they will be able to comfortably retire, how to manage income taxes and if their investment portfolio is appropriately invested. Round Table understands these issues. We provide answers, solutions and effective execution.
Our Wealth Advisors are highly credentialed and have broad practical experience advising executives on their financial matters. We are experts on investments, taxes, insurance, and all matters that have a personal financial dimension. We understand the complex benefit packages that come with being a corporate executive and offer a holistic approach to ensure that you make intelligent financial decisions and more importantly, that plans are executed.
Here are some of the areas we address:
- Understanding the benefits offered by your company
- Assessing the tax impact surrounding Incentive Stock Options vs. Non-Qualified Stock Options
- Understanding retirement savings goals and creating a plan to ensure you stay on track to achieve those goals
- Managing cash flow and liquidity needs
- Determining the appropriate asset classes and overall allocation to optimize risk and return characteristics
- Strategically positioning assets between taxable and non-taxable accounts to maximize after-tax returns
- Reviewing your estate plan to ensure it meets your intended goals while also being tax efficient
Experience. Round Table Wealth Management has been working with corporate executives for over 20 years and we understand the unique issues you face. Our goal is to provide executives with customized financial plans that will help you and your families achieve your financial goals.
Fiduciary. Unlike traditional brokerage firms, banks and other financial advisors, our firm has always acted in a fiduciary capacity. We don’t sell any products, strive to minimize conflicts of interest and provide unbiased advice to our clients. We put your interests ahead of our own and do everything we can to help you meet your financial goals.
Certified Financial Planner (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.
Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.