Executive Wealth Management
For Corporate ExecutivesReaching your financial goals through vigilance and flexibility
Comprehensive Wealth Management
Corporate executives represent a highly differentiated group with distinct characteristics, needs, and goals, making them ideal for Wilson Coker Wealth Advisor’s specialized approach. They also represent one of the largest segments of high-net-worth individuals and must take care to manage risk.
Perseverance
The ultimate goal of financial planning for most corporate executives is to achieve financial peace of mind for you and your family. Continuous communication allows our financial advisors to make any needed adjustments to help you continue to move forward when the market is volatile.
When you work with our team, you’ll find more than just executional expertise and deep knowledge of the institutional investor universe. You’ll discover a partner ready and able to support you at every stage of your career. With our partnership with Fortune 500 company Raymond James, we are always helping you live a life well planned.
Maximizing the rewards of working as an executive
Achieving stable financial independence
Planning for and minimizing taxes
Preparing a wealth transfer plan
Managing risk
Reward
A well-thought-out financial plan gives you a more comprehensive view of your current and future finances. Reliable, current information allows you to make the best decisions for tomorrow.
You care about your family and want them to be safe and happy for the rest of their lives, but since the future is unknown, you can take comfort that you have done everything in your power to provide for them financially.
Whatever you have planned for your future, the Wilson Coker Wealth Advisors team can help you plan financially. Part one is spent on education and youthful exuberance in life, and the second part is mostly about career and family. The reward of the third part of life should be about joy, self-fulfillment, and leaving a legacy.