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Corporate Executive Services

 

As a corporate executive, your compensation package often presents unique and complex investment challenges. Your personal wealth management issues may involve tax implications, selling restrictions, and other personal and professional responsibilities that need to be taken into consideration.

 

Based on information you provide about your particular grants, we can provide:

 

  • An explanation of your stock options and restricted stock, focusing on tax considerations and investment characteristics*

  • Access to a team of experienced professionals in our corporate headquarters to help you navigate the complexities of corporate compensation

  • Recommendations based on your objectives for the options or restricted stock and your current financial situation

 

Together, we can discuss your individual equity grants and plan an appropriate course of action. We can also familiarize you with our cashless exercise program that may let you exercise options without disturbing your existing securities portfolio or raising cash.

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*RG Investment Group is not a tax or legal advisor. Consult a tax or legal advisor before making tax-related investment decisions.

2065 San Elijo Avenue

Cardiff, CA  92007

© 2021 RG Bar Investment Group

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Brokerage and investment advisory products and services, are offered through Wells Fargo Advisors a member of FINRA and SIPC. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision you should seek advice from a financial, legal and/or tax professional and consider all the facts and circumstances of the investment. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Member FINRA/SIPC. 

 
This information is intended for use only by residents of the following states:
AZ, CA, CO, DE, FL, HI, IA, GA, IL, MA, MO, MN, NY, PA, SC, TN

 

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