Corporate Executives

As a corporate executive, your primary focus is on your career, which leaves little time for effective wealth management and planning for your financial future. At Mosaic, our team will help build and manage a comprehensive wealth management plan designed to maximize your current income for growth, reduce taxes, and establish strategies and other techniques to put your money to work for you and those around you. From leveraging your employee benefits to individual stock option planning to overall wealth management, we provide the comprehensive planning you need to secure your future while focusing on your career today. Our services for corporate executives include:

  • Investment management
  • Tax planning & preparation
  • Charitable gifting
  • Employee benefits optimization
  • Stock option planning
  • Wealth transfer
  • Insurance planning/risk management

 

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