Corporate Executives
Our team helps successful professionals navigate the intricacies of executive compensation. In addition to normal tax deferral vehicles such as 401(k)s and IRAs, highly compensated individuals may have access to deferred compensation plans, supplemental savings and pension plans, and more. We can help you make informed decisions about the pros and cons of each compensation plan offered to you.
Oil & Gas Professionals
Our financial advisors in The Woodlands are incredibly familiar with the compensation and benefits packages offered by large and small oil and gas companies in the Greater Houston area. We’ll help you understand what options are available so that you can make informed, intelligent decisions.
Entrepreneurs
We’re proud to work with business owners around the country. We assist entrepreneurs in many areas, such as employer-sponsored plans to defer taxes, tax deductions, creative financing, business continuity arrangements, and more.
Affluent Families
As your family’s wealth grows, establishing a plan for your financial legacy becomes increasingly important. We assist clients in developing estate plans that transfer wealth to heirs with minimal estate taxes, safeguard assets, and reduce tax burdens through charitable planning. At RGWM, our experts are here to guide you through decisions that align with your family’s unique needs.
