Corporate Executives

Financial Planning for Corporate Executives

The Rhame and Gorrell team has been serving business leaders across sectors for decades. We understand that you need a highly competent partner with which to partner and delegate, so you can focus on your family and career. Our team is here to make sure that the intricacies of your executive compensation and tax strategy are navigated at the highest level.

Between issues like Stock Options, Restricted Stock, ESOP/ESPP, Deferred Compensation, Supplemental 401(k) and Pensions, Bonus Pay, and other moving parts of executive remuneration, ensuring that nothing falls through the cracks is a full-time job. We take that load off your shoulders by keeping you informed.

How We Help Corporate Executives

MAXIMIZING COMPENSATION

When you’re highly compensated, planning mistakes add up fast. We help you avoid common pitfalls like missing out on executive matching, incorrect timing of option execution, failure to maximize tax deferral, and more. Improving the efficiency of your benefits and compensation frequently enhances wealth for our clients by tens or hundreds of thousands of dollars over their careers.

MINIMIZING TAXES

It’s not what you make; it’s what you keep. With marginal Federal and State Tax rates at 50%+ in high-tax domiciles, tax efficiency is of paramount importance to successful business leaders. We ensure that every tax deferral, deduction, and avoidance strategy is maximized for our clients so they keep more of their wealth in their pocket, where it belongs.

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Wealth Management Tailored to Your Needs

Corporate Executives

Tailored financial advice for CEOs, presidents, and owners of large companies

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Oil & Gas Professionals

Trusted advisory services offered to employees of oil and gas companies

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Business Owners

Reliable financial services for individuals who own or manage their own businesses

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Affluent Families

Estate planning and wealth management services for higher-income families

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Financial Planning

Partner with certified financial planners for your asset management needs

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Investment Management

Experience investment advising catered to your long-term financial goals

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Retirement Planning

Plan for the future with help from our investment plan and wealth advisors

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Tax Optimization

Maximize your tax returns with strategies from our expert financial advisors

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Financial Advisors

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