INVESTMENT MANAGEMENT

For executives:

Business executives experience tremendous pressure on their time and special considerations on how they build wealth in a high-probability manner. An investing strategy exists within a broader wealth management strategy and includes a number of disparate opportunities they may have in their compensation and incentive plans. Factors to be considered are: deferred compensation, possible equity based strategies such as stock options, stock grants and stock purchase plans, and bonus structures. Too often busy business executives often miss tremendous opportunities in building wealth through proper tax planning and decisions about when, and how, to execute the various strategies available to them. An investing plan within you wealth management strategy needs to be aware and compliment your benefit and incentive plans.

White Oaks, serving as trusted advisor to business executives in many organizations, has decades of experience with these issues and the complications of holding requirements, insider trading rules, and strategies to diversify the executives portfolio intelligently, timely and within all the rules. White Oaks understands the unique opportunities these plans offer, knows the complexity and design strategies needed to accentuate a business executive’s wealth management plans.

Business executives have clarity on their need for a solid plan with effective execution and results monitoring for their organizations. It is no different in effecting a well thought out wealth management plan. Teamwork is essential and the White Oaks’ team, made up of three CERTIFIED FINANCIAL PLANNER™ professionals, a CPA and a Chartered Financial Analyst®, has the education and experience to develop sound strategies in building wealth and realizing your goals. We work regularly with existing and other external advisors to develop and implement a plan that works for you and your family.

Other Services for Business Executives

Tax Planning

Tax Planning

For business executives
Risk Management

Risk Management

For business executives
Financial Independence

Financial Independence

For business executives