Simplifying the Financial Maze for Corporate Executives
At Brandywine Oak Private Wealth, we specialize in navigating the unique financial planning landscape of corporate executives, including but not limited to reviewing all aspects of their compensation and benefits, evaluating pension and potential severance options, and joining boards to stay involved after retirement.
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Beyond your paycheck, we focus on optimizing employee benefits, strategic stock option decisions, and fostering long-term financial stability. Our dedicated financial advisors tailor personalized advice specifically for your needs.
Answering Your Biggest Questions
Before liquidating your company stock in your company plan, careful consideration is necessary around Net Unrealized Appreciation (NUA). Net Unrealized Appreciation is an advanced tax strategy allowing you to move your company stock out of your company plan to capture long-term capital gains rates on the appreciation rather than taxed as ordinary income.
Company Specific Strategies
Deferred comp plans can provide significant tax advantages, but they require careful planning specifically around your tax situation after retirement. We help you analyze your options, understand the tax implications, and create a strategy that aligns with your retirement cash-flow needs. Whether you wish to defer income for tax purposes or to supplement your retirement savings, we work with you to create a custom plan that suits your particular situation and potential trade-offs.
90%of our clients are active or retired executives
“Over 90% of our clients are active or retired executives from public or private companies and have hired us for our expertise in all things related to their company benefits, pension choices, 401(k) plan nuances, and deep understanding of their pragmatic and detail-oriented nature.”
Michael Henley | Founder & Chief Executive Officer (CEO)
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