Client Profiles

Corporate executives, doctors, lawyers and other busy professionals often have little time to devote to their personal finances. It should be no surprise, then, that the majority of these individuals value a trustworthy advisor who can manage their financial affairs, including coordinating the efforts of tax, insurance, legal and other professional advisors.

We can offer a clear understanding of what you need, based on your unique circumstances. For example, in many cases, a corporate executive’s success is closely tied to the success of his or her employer through stock options, incentive pay, and supplemental retirement plans. This may create the need for in-depth advice on investment strategy, risk and tax minimization, cash flow management, and estate planning.

As a busy professional or corporate executive, the team at RT Wealth Management can assist you with: