Corporate Executives

As a corporate executive, you face unique challenges. We work closely with C-suite executives, like yourself, as they navigate stock options, handle market volatility, and assess the impact of government policy changes on their financial situation. 

You’ve reached the pinnacle of your career and have amassed a sizable portfolio. Your private assets are worthy of professional oversight.

Elk River Wealth Management provides the following services to corporate executives:

• Investment management
• Alternative investments 
• Stock Options & Bonus Compensation Plans
• Maximize executive benefits
• Tax planning (specifically related to employee benefits)
• Comprehensive financial planning
• Retirement planning
• Lending
• Estate planning
• Insurance solutions

Our advisors are here to partner with you on a comprehensive financial plan. Let us assist you in making the most of your portfolio for today and the future.