Pharmaceutical and Tech Executives

Our team of professionals understand the unique challenges faced by executives in the pharmaceutical and technology space. We ask questions and really listen to understand our clients’ values, goals, and financial priorities. We seek to simplify complex topics and create customized strategies with the goal of allowing our clients to live their best lives with confidence.

Expertise in pharma and tech executive benefit plans:

US Savings 401(k) Plans

US Salaried Qualified and Non-Qualified Pension Plans

Deferral and Supplemental Savings Plans

Non-Qualified Stock Options (NQSOs) and Incentive Stock Options (ISOs)

Flexible Benefit Plans

Restricted Stock Units (RSUs) and Performance Stock Units (PSUs)

Distributing company stock from 401(k) plans to receive lower tax rates through net unrealized appreciation (NUA)