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CORPORATE EXECUTIVES

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Strategic Partnership for Executive Success

Complex compensation packages demand sophisticated planning strategies. We balance your executive responsibilities with personal financial goals through customized solutions that address everything from cash flow management to equity compensation optimization.

What It’s Like to Work With Evermay

These testimonials are provided by actual clients of Evermay Wealth Management. No compensation was provided. Their experiences may not be representative of other clients' experiences and are not a guarantee of future performance or success.

My family and I are grateful for our relationship with Evermay. They have successfully guided us through saving for our three daughters' college educations, helped us build a solid path toward our retirement, connected us with other professionals we trust and rely on, and assisted me in the valuation of several opportunities for my business. Evermay is a trusted partner. I recommend them without hesitation.
Greg Hamilton
Publisher and Owner, Arlington Magazine

These testimonials are provided by actual clients of Evermay Wealth Management. No compensation was provided. Their experiences may not be representative of other clients' experiences and are not a guarantee of future performance or success. 

These testimonials are provided by actual clients of Evermay Wealth Management. No compensation was provided. Their experiences may not be representative of other clients' experiences and are not a guarantee of future performance or success.

Professional Excellence & Financial Strategy

Your corporate position opens up distinctive financial possibilities. From equity compensation to retirement planning, each decision creates pathways to enhance your professional and personal success.

Our team provides comprehensive guidance to help you make informed choices that align with your long-term objectives.

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A Sophisticated Approach

Moving up in your career can elevate your financial landscape, requiring a new approach. We'll prepare you for these changes with tax-conscious decisions built on years of experience with executive compensation models.

Business & Personal Goal Alignment

Business success shouldn't come at the cost of personal financial goals. Your leadership role and family aspirations deserve equal attention. We address all facets of your world so your professional decisions complement rather than compete with your personal financial future.

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Achieve Clarity in Executive Financial Planning

Make the Most of Your Executive Compensation

Your executive role comes with sophisticated compensation structures that demand specialized attention. We provide:

Equity Position Management: Strategic guidance on RSUs, stock options, and other equity compensation to optimize value and timing.

Deferred Compensation Strategy: Analysis of supplemental retirement plans and deferred compensation opportunities to maximize long-term benefits.

Cash Flow Optimization: Strategic planning to balance variable income streams, including bonuses and equity-based compensation, with your lifestyle needs.

Strengthen Your Tax Position

Complex compensation requires sophisticated tax planning. Our approach includes:

Tactical Exercise Timing: Coordination to optimize stock option exercise dates and sales windows.

Health Savings Evaluation: Optimization of health savings accounts and tax advantages.

Tax-Efficient Trading: Analysis to minimize tax impact while maintaining compliance with corporate policies.

Alternative Minimum Tax Planning: Proactive strategies to manage AMT exposure.

Build Comprehensive Protection

Your executive position requires sophisticated risk management. We focus on:

Executive Benefits Review: Analysis of company-provided coverage to identify and fill protection gaps.

Succession Planning: Integration of corporate and personal insurance solutions.

Risk Management Strategy: Insurance planning that accounts for your position and responsibilities.

Access Sophisticated Investment Solutions

Your portfolio should match your executive status. You’ll get:

Concentration Risk Management: Strategies to balance company stock positions with personal wealth goals.

Private Market Access: Deliberate incorporation of exclusive investment opportunities.

Custom Portfolio Design: Tailored investments that complement your executive compensation.

Craft Your Legacy

Transform your executive success into lasting family wealth through:

Family Wealth Planning: A blueprint to protect and transfer wealth across generations.

Next Generation Preparation: Programs to prepare future generations for responsible wealth stewardship.

Philanthropic Strategy: Charitable giving tactics that align with your values while optimizing tax efficiency.

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Strategic Leadership, Financial Clarity

Your position demands an understanding of both corporate and personal financial landscapes. Our team brings deep experience in executive wealth management to help navigate everything from equity structures to family legacy planning. Through thoughtful collaboration, we aim to create cohesive solutions that support your professional leadership while advancing your long-term financial vision.

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