Corporate Executives

The Advisory team at Guardian Financial Group has extensive experience helping corporate executives to navigate the complexities they face when managing their wealth.  Corporate compensation plans have a variety of variables that tend to require specific experience around taxation, risk and timing.  Our team is prepared to assist you with your stock option execution, Rule 144 transactions, liquidity needs, risk mitigation strategies and broader planning needs.  You spend a tremendous amount of time focused on your business, let an expert help you manage the details of your life that will secure your financial future.