Executives

Business leaders with a busy schedule who want to outsource their financial and estate planning are looking for a dedicated advisory team that can handle their unique portfolio of varying assets, ensuring a valued partner understands their needs. Top business executives earn more money than many workers but face various challenges when planning personal finances.

Complex compensation plans, risk reduction, tax management, and portfolio diversification are top challenges for many executives. Additionally, executives often have access to exotic retirement saving options that call for expert advice. The best financial planning solution for executives is working with a team of professionals from the legal, accounting, insurance, and lending fields and a financial advisor.

GVA Wealth Management can tap into various financial, tax, and legal professionals to help create a holistic financial roadmap for even the most complex financial and compensation portfolios.