Helping executives navigate the complexities of equity and beneifts.
Corporate Benefits and Equity Compensation
Our goal at Peak Wealth Partners is to assist corporate executives in navigating corporate benefits and equity compensation by creating strategies that are tailored to you and your goals.
We understand that taking full advantage of benefits and optimizing equity compensation plays a key role in building wealth for executives at public and private companies. Our unique tool kit and expertise will provide you with confidence so you can focus on your career while we act as your personal CFO.
Corporate Executive Services Offered:
Equity Compensation Analysis
Strategic Gifting & Donations
Corporate Benefits Optimization (Deferred Comp, 401(k), etc.)
Estate Planning & Asset Protection
Investments & Retirement Planning