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.