Executive Services

Building deep relationships with you and your family takes time and trust. As your Wealth Advisor, we combine the strength of our team members to help you manage your wealth – whether you’re living in retirement, planning on retirement or just starting out. AAA Executives.jpg

As a corporate executive, your employee compensation package is a very important part of your wealth. Deferred compensation and stock options can be one of your most significant executive benefits. The Mardas Financial Group is experienced in building wealth through proper tax planning and guiding your decision making regarding how and when to execute your executive benefit strategies. Through Wells Fargo Advisors and its affiliates, we have access to the products, platforms and professionals necessary to help fulfill your needs. Our Executive Services include:

  • Analysis of your ESOP holdings

  • Options planning and execution

  • Investment diversification strategies for your portfolio

  • Education around tax implications and the potential risks associated with holding concentrated positions

  • Planning your exit strategy

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Wells Fargo Advisors is not a legal or tax advisor.

Learn how we can help make your complex financial life easy.

Please email us if you’d like to talk.