Financial Guidance for Wealthy Investors
Entrust your financial strategy to a team experienced in serving the needs of High Net Worth and equity-compensated investors and executives
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Finding a team that understands the intricacies that come from success, generational wealth or significant equity compensation is challenging. We’ve been serving HNW families around the Philadelphia area for 30+ years, and welcome the opportunity to work with you.
Investment management, and so much more
Let us help you:
Understand Concentration Risk
and develop a plan to mitigate or retain it
Optimize Tax
Strategically liquidate stock options, RSUs, PSUs, ESPP, and other shares in a tax-efficient way
Manage the Alternative Minimum Tax
Strategies to exercise, hold, and sell stock to mitigate AMT and maximize AMT credit
Understand Cash Flow
Sell stock, pay tax, and invest the proceeds in a process-driven manner
Highlight Your Goals
Effectively integrate your equity into your personal financial planning goals
Plan for the Future
Explore your equity for this this year, next year, and the years that follow.
Let’s Get Started
Meet the Team
Richard Zajac
CFP®, CPA
Rick has an extensive financial planning background, including 30+ years as a CPA and 20+ years of experience as a CERTIFIED FINANCIAL PLANNER™ Professional.
Daniel Zajac
CFP®, EA
Daniel is a CERTIFIED FINANCIAL PLANNER™ Professional with extensive experience working with high-net-worth clients with equity compensation.
Ben Zajac
CFP®, CIMA
Ben is a CERTIFIED FINANCIAL PLANNER™ Professional with deep knowledge in financial planning, including investment, income, insurance, and retirement planning.
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