Your time is valuable – get a clear, effective strategy for your wealth.
How do your company stock options factor into your retirement savings? How much investment risk is appropriate for situation? What benefit is there to consolidating your investments?
When you’re busy, it’s essential to have clarity around your wealth, and to know that you’re hitting the right targets financially while you focus on the challenges of work and family. This is what we work to provide through independent advice and decades of experience working with corporate executives.
“When you’re busy, it’s essential to have clarity around your wealth.”
Specialized Services on an Independent Platform
After analyzing your needs and opportunities, we implement strategies to:
- Balance your growth and income needs with diversification and other risk management tactics
- Provide a clear perspective as to how your savings, investments and company stock options will support you through retirement
- Determine the right asset allocation and location for the long term
- Coordinate the planning and tax specialists needed to align all aspects of your wealth
The Harris-Bolduc Process for Executives
STEP 1Understand Your Needs
We work to understand your financial situation, from lifestyle needs to company stock options, so that we can establish clear objectives for your investment portfolio.
STEP 2Executive Portfolio
We determine the asset allocation that best suits your needs for income, growth, risk tolerance and other objectives. We then present your Investment Policy Statement.
STEP 3Wealth Review
We connect you to other financial specialists to provide tax advice, wealth planning, and other services.
STEP 4Ongoing Relationship
Communication is consistent and reporting is clear. We meet periodically to review your investments and learn of recent developments in your work, wealth and objectives.
Your portfolio is rebalanced, and your asset allocation is reviewed, to account for shifts in the market and changes in your personal needs.