Executives

Wealth Management for Corporate Executives

As focused as you are on your professional obligations, no c-suite or senior-level executive can afford to overlook their own financial well-being. BWS understands that affluent professionals have unique wealth management challenges. We help our clients by first identifying
ways that may help protect their personal and professional assets, and then building an optimal plan to address their family, personal and life goals.

Boyd Wealth Strategies uses a multi-disciplinary approach to simplify the complex issues of managing the many layers of your holistic financial plan.

How We Help

Assess and Provide Recommendations for your Corporate Benefits

401(k) plans, deferred compensation plans, non qualified savings plans, stock option plans, restricted stock plans, performance award plans, stock appreciation rights, employee stock purchase plans, life and disability insurance plans

Analyze Current Investments

Provide information on your portfolio’s current risk and return attributes and cost structure. We’ll provide recommendations to help increase the efficiency of the risk and return relationship and reduce cost.

Construct a Long Term Cash Flow & Retirement Plan

The model will create an identity to your current and future financial situation and serve as a guide to help you make good planning decisions.

Let Us Help You!

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