Fee-Only Financial Planning & Investment Management Designed for Executives
Adviso Wealth is a fiduciary financial advisory firm working directly with the unique needs and challenges of executives nationwide.
Finding it difficult to balance your executive career and family life?
Anxious about the value and taxation of your equity stock compensation, as a senior executive?
Does your busy executive schedule give you little time to manage your finances?
Do you have a handle on your equity stock compensation and how it impacts your taxes?
Even executives with a lifetime of financial experience can get a little lost in the complexity and confusion of equity stock compensation. This can be disheartening as understanding how your equity stock compensation will impact your taxes and personal wealth is essential to maximizing your complete compensation package.
At Adviso Wealth, our team of experienced and certified financial advisors specializes in working with executives just like you to provide the understanding needed for leveraging all aspects of your company benefits package. We look at every detail of your outlined compensation and provide clear and easy-to-understand advice that analyzes the tax implications of your equity stock plan. This empowers you to smoothly integrate such assets into your overall financial strategy.
We will work closely with you to develop a pre-tax wealth strategy for efficiently managing your equity stock options, including various well-known initiatives like tax-loss harvesting, diversifying your portfolio, and managing the timing of your equity stock sales. When you work with Adviso Wealth, you get a trusted advisor committed to a fiduciary duty that always acts in your best interests.
Is lack of time making it challenging to stay on top of your finances?
As a fiduciary financial advisor firm, we understand that feelings of your finances being out of control can be incredibly frustrating, considering your executive leadership role.
Many in your position face unique challenges and demands in their personal finance structure, such as managing complex compensation packages, planning for retirement, and navigating the value of pre-tax wealth based on ever-changing rules and regulations.
That is why it is essential you work with our trusted advisors, who can provide tailor-made guidance to help you regain control of your money.
Our team takes a holistic approval to financial planning by working closely with each and every client to better understand your unique goals and challenges.
We use the latest innovative technology and traditional experience to develop a comprehensive financial plan based on your situation. So whether you need assistance with debt management, investment planning, retirement preparation, or creating an estate – we have you covered.
We understand taking back control of your finances can feel like a daunting task, but our certified financial services are here to help. Our fiduciary duty means we always act in your best interests, providing transparent and objective advice and support.
With Adviso Wealth as your partner, you can feel confident you have a trusted advisor working closely to navigate the complexity of your financial situation and achieve long-term success and wealth security.
Are you losing sleep over your complicated financial situation?
Are you losing sleep over your complicated financial situation?
We always act in your best interests to maintain our stellar reputation and certification as a qualified fiduciary advisory team. That includes handling the often-tempting situations around a windfall of excess cash.
Having extra spending value can be a potent tool for your future, so it is critical we work together to develop a strategy for deploying this cash in a way that helps you effectively reach personal financial goals.
Our priority is your financial security and steady improvement. That means we will look closely at your entire wealth situation to uncover those debt obligations, retirement accounts, savings, assets, and more so that every penny in profit becomes exponential growth in the future.
We also consider your liquidity concerns based on your individual hopes and aspirations for the future as well as the safety of your family.
With a tailor-made plan, we can help alleviate the stress of extra cash and its implications on your tax situation.
In addition, we will discuss your risk tolerance for testing out a more diverse portfolio as well as plan out an accessible environment that allows for our experienced advisors to support you in case the market or your personal situation shifts.
Do you feel like you’re facing an impossible financial balancing act between saving for your children’s college and your retirement?
The average executive needs 10-12 times an annual income before retirement. Even if that is in the late 60s, you may still wish to continue working in a consultant or advisory role – further complicating your retirement planning. This is on top of paying for your children’s college experience, which can quickly run into $25,000-$45,000 per year, and that is just for state schools.
These serious concerns often cause our clients to spiral into their minds of worst-case scenarios, leading to a lack of sleep and increased stress.
That is why we at Adviso Wealth work hard to alleviate those concerns by addressing each with customized solutions that balance out the competing priorities. Our team of experienced advisors will analyze your current financial situation based on your anticipated retirement needs and the college hopes of your children.
We can help identify the tax-efficient strategies needed to save for college, like leveraging a 529 based on your location while also timing the withdrawals for fees and tuition so they maximize your financial aid opportunities. At the same time, we can address your retirement planning by balancing your needs for income and growth so that your legacy remains intact as you enter a more relaxing season of life.
Are you concerned with the impact of market volatility on your investment portfolio?
First off, realize you are not alone. Even the most veteran executive leader has concerns about the current market and its impact on the overall economy, let alone their personal portfolios.
It’s 100% natural to want financial security, especially regarding how the market may shift the value of your hard-earned income and assets.
At Adviso Wealth, we work hard to remove stress from the equation by introducing proactive investment portfolio management. Our certified financial services are designed to fully inform you every step of the way so you can make the well-informed decisions necessary for the future.
Please think of us as your executive board and you, the CEO, where we bring the information, guidance, support, and confidence needed for your leadership.
As a fiduciary advisory group, we develop a personalized investment strategy aligned with your risk tolerance and unique financial goals.
We help you diversify and manage risk, so when the market experiences a short or long-term hiccup, you are better protected for the future.
We also keep you updated on any predictions, changes, and trends we anticipate so the chance of being blindsided is minimized as much as possible.
Wouldn't it be great to work with a financial advisor who specializes in working with male and female executives who can help you get your entire financial house in order?
As an Executive, what are your most pressing financial questions?
- Would you like to free up time spent on managing your financial matters to engage in activities, family outings, and hobbies more important to you?
- Do you want to uncover strategies that reduce your tax bill?
- Are you climbing the corporate ladder and wondering if you’re doing everything right?
- Do you need to preserve the assets saved during your lifetime, live comfortably in the present, and design a secure retirement for you and your family?
- Is passing on your assets to family, friends, and charities critical to leaving a meaningful legacy for you?
- Would you like to learn more about how to protect yourself from being a financial burden on your children?
Sweta Bhargav, CFA, CFP®, CEPA®
Principal Financial Advisor
5 Reasons Why Executives Nationwide Choose Adviso Wealth
#1 – Tailor Made Support
We offer custom financial solutions for executives seeking knowledge, expertise, and personalized care. Our experienced team understands your challenges and provides tailored solutions for your financial needs.
#2 – Greater Accountability
If you struggle to follow through with your financial goals, we can help you stay on track and hold you accountable for your progress.
#3 – Peace of Mind
Are you worried about your finances? Working with a financial advisor and using our fiduciary services provides the peace of mind you need for a good night’s sleep. You’ll know that you have an expert partnering with you for a brighter financial future.
#4 – Reliable Experience
Our team at Adviso Wealth has the financial knowledge, fiduciary obligation, and blended experience of technology and practical skills to ensure that your retirement, tax planning, insurance, legacy planning, and other areas are fully integrated and well-managed.
#5 – Financial Confidence
With a tailored plan, you’ll be confident to manage life’s surprises, adapt to changing circumstances, and move closer to your goals. Our solutions aim to provide a secure foundation for your financial future.
We are a Financial Advisory Firm working with all types of Executives
No two executives are ever the same. You have a unique career trajectory, compensation structure, and competing personal priorities compared to your peers. That is why working with Adviso Wealth is so beneficial to your needs – we create tailored solutions so you sleep more soundly at night.
We work with:
- Pharmaceutical Executives
- Technology Executives
- Healthcare Executives
- Professional Services Executives
- C-Suite Executives
- Executive Director
- Chief Information Officer
- Chief Executive Officer
- Chief Marketing Officer
- Chief Operating Officer
- Vice President
- Chief Financial Officer
- Women Executives
We are Virtual and work with clients in many states, including:
- Pennsylvania
- New Jersey
- New York
- Virginia
- District of Columbia
- Connecticut
