Corporate Executives

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
Tax Strategy
Risk Mitigation
Strategic Gifting  & Donations
10b5-1 Planning
Corporate Benefits Optimization (Deferred Comp, 401(k), etc.)
Estate Planning  & Asset Protection
Investments & Retirement Planning

Let us discover your needs. We’ll design your plan, deploy it for you and remain committed to your success. 

The first step is a consultation with one of our Peak Wealth Partners team members. 

To begin the process, please share some brief information about yourself and your financial goals – and we will be in touch. Or, you can email us.