Wealth management for executives
As a corporate executive, you face many daily professional demands. You shouldn’t have to bear a similar burden with your personal finances. We’re here to provide the experience and unbiased, customized solutions you need and deserve.
Maximizing your compensation
You’ve built your career. Now let us help you build a wealth plan, including:
- Wealth planning that incorporates your entire financial situation, personal values and unique considerations, such as equity compensation and concentrated wealth in an employer stock.
- Retirement planning to create a framework for wealth accumulation and post-retirement income and asset utilization to help fulfill your vision for retirement.
- Asset management to define your investment objective and appropriate allocation based on your lifetime goals, risk tolerance, and time horizon.
Find a Wealth Advisor
Our team of knowledgeable financial professionals is ready to meet with you, discuss your goals and prepare a plan to help put you on the path toward your vision of financial success. Answer a few questions in our brief guide to help us understand your needs and see how we might assemble a customized team to serve you.
Products & services to help you grow and enjoy your wealth
A depth of experience in charitable giving
Regions Philanthropic Solutions is a specialty practice which brings together our depth of experience in charitable giving, nonprofit administration, and investment leadership to serve high-net-worth individuals and families, private foundations, public charities, endowments, and nonprofit organizations.
Creating wealth through natural resources & real estate
Our seasoned staff of specialists can work with you to help identify ways to make your natural resources and real estate properties more profitable and productive, something we’ve been doing successfully for over 40 years. We manage properties held in trusts, estates and agency accounts for individuals, corporations, foundations, universities and more.
Explore resources, articles & podcasts
Podcast
Financial planning considerations for business executives
Learn more about wealth management for executives, from unique tax considerations to legacy planning.
Article
How executives can deal with compensation issues
Understand four strategies that corporate executives can consider to address the unique challenges that come with portfolio diversification.
Article
Ten questions to ask your financial advisor annually
Portfolio performance is just the beginning. Annual reviews give you an opportunity to share developments and examine your goals.
Article
When to consider selling stocks at a loss
Some individual holdings will struggle, even in a rising market. Market conditions, your tax situation and risk tolerance can all factor into the decision to sell.