Founded in 1993, we are a fee-only financial planning team dedicated to the core belief that senior-level executives of publicly traded companies need an advocate who understands more about their equity-based compensation plans than they do and can point them toward their personal financial goals.
Now, through a highly engaged and personalized approach to financial planning, our team of skilled professionals streamlines the complexity and unlock the value of company stock for the executive.
Our clients are decision makers whose time is their most valuable asset. They are looking to delegate aspects of their financial, tax planning and investment activities to accelerate and protect their wealth, while they manage their careers, in order to enhance their Return on Life.
We maintain fiduciary responsibility for our clients' investment portfolios. The training of our financial professionals includes the following professional designations:
- CFP®- Certified Financial Planner
- CEP – Certified Equity Professional
- ChFC – Chartered Financial Consultant
- AIF – Accredited Investment Fiduciary
We are grateful to have earned the privilege of managing the personal wealth of Fortune 500 executives at the top of their professions. Our experience and these designations show our dedication to the quality preparation and execution required to merit their trust.
Charles "Chuck" Steege, CFP®, CEP, CKA®
President, Financial Advisor to Senior-level Executives