Annex Wealth Management works with corporate executives with deferred compensation, concentrated company stock and little time to manage it. The questions are specific, and so are the answers.
What we usually help with
- Deferred compensation elections
- Company stock and trading windows
- Executive benefits at separation
- Charitable giving with appreciated shares
- Coordinating bonuses with tax planning
How Annex Wealth Management works with corporate executives
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.