Corporate Executives

Financial Services Tailored to Maximize Your Success

As an executive you are driven, focused, and strategic. It has taken you years of hard work and dedication to get to the top of the corporate ladder. And, we know there is still much more you want to accomplish – like ensuring you and your family are set up for success in your later years.

As a successful corporate executive you face a unique set of challenges when it comes to planning your financial future, like understanding your equity awards, adhering to SEC restricted stock requirements,  and navigating potential tax implications.

To complicate matters, you probably spend the majority of your time at work and do not have enough time to dedicate to securing your financial future.

The team at Harmony Point Wealth Advisors specializes in helping you maximize the benefits you have earned while helping you meet your financial goals.

Let us help you work towards growing, preserving, and enjoying the results of your hard work

Your Personal CFO

Focused on Helping You Meet Your Most Important Goals

With the support of the Harmony Point Wealth Advisors team, we can help you with key areas such as estate planning, philanthropic giving, and liability management.

Retire on
Your Terms

Your Family

Leave a
Meaningful Legacy

Fulfill Your
Philanthropic Vision