Financial Planning for Corporate Executives
The Rhame and Gorrell team has been serving corporate executives and 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.
Financial Planning for Corporate Executives
The Rhame and Gorrell team has been serving corporate executives and 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.
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.
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Wealth Management Tailored to Your Needs
Retirement Planning
Plan for the future with help from our investment plan and wealth advisors
Tax Optimization
Maximize your tax returns with strategies from our expert financial advisors
Investment Management
Experience investment advising catered to your long-term financial goals
Financial Planning
Partner with certified financial planners for your asset management needs.
Affluent Families
Estate planning and wealth management services for higher-income families
Corporate Executives
Tailored financial advice for CEOs, presidents, and owners of large companies
Oil & Gas Professionals
Trusted advisory services offered to employees of oil and gas companies
Business Owners
Reliable financial services for individuals who own or manage their own businesses
Start Planning Your Future Today
Rhame & Gorrell Wealth Management offers a streamlined approach to wealth management, combining innovative planning and investment technology with personalized, high-touch financial advisory services. Connect with us today to discover how we can help you build a stronger future, starting now.
When you choose Rhame & Gorrell Wealth Management, you can expect:
- A dedicated financial advisor and support staff
- Conflict-free guidance and fee-only investing services
- Help structuring your estate and taxes to save you money
- An in-depth customized financial plan and annual updates
- Easy-to-understand pricing
- Experienced CFP® professionals who explain in terms you can understand
Start Planning Your Future Today
Rhame & Gorrell Wealth Management offers a streamlined approach to wealth management, combining innovative planning and investment technology with personalized, high-touch financial advisory services. Connect with us today to discover how we can help you build a stronger future, starting now.
When you choose Rhame & Gorrell Wealth Management, you can expect:
- A dedicated financial advisor and support staff
- Conflict-free guidance and fee-only investing services
- Help structuring your estate and taxes to save you money
- An in-depth customized financial plan and annual updates
- Easy-to-understand pricing
- Experienced CFP® professionals who explain in terms you can understand
