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June 10, 2025Wealth Building for Executives
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Stock-based compensation can be a valuable asset for executives and professionals seeking to build wealth. However, it can be complex to manage, especially when markets are chaotic. You know better than anyone: when your compensation is tied to your employer’s stock, the value of your portfolio can change very quickly. That’s when planning comes in, and it includes more than just your paycheck. It also covers how and when you turn that equity into actual wealth.

There’s more to a business sale than crunching numbers. For thoughtful, successful people like you, it’s not just a transaction—it’s a transition. One that intersects with your identity, your future vision, and the legacy you leave behind. You’ve built something meaningful. Now you’re wondering: Is it time to let go? Here’s how to think through that decision with the clarity and intentionality it deserves.

Investing in a down (or negative) market isn’t easy. In fact, it might be one of the hardest things to do. To borrow a sentiment from Warren Buffett: You have to be greedy when others are fearful. But when fear is everywhere, that’s far easier said than done. Yes, the research shows that investing a lump sum all at once often delivers the best long-term results.

Are you looking for clarity, conviction and unfiltered advice about your wealth?

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Smart decisions start with knowing your options.

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