Wealth Management for Executives
We help you use executive benefits effectively, manage company-stock risk, plan ahead for taxes, and invest for the future you want.
Start a Conversation →One coordinated strategy
Building wealth as an executive involves more than earning a high salary. Retirement plans, deferred compensation, equity awards, company stock, bonuses, and taxes all affect how much of your compensation ultimately becomes personal wealth.
Zenith Capital brings these decisions together so your compensation, investments, tax planning, and long-term goals work as one financial strategy.
Benefits and compensation
We evaluate retirement plans, deferred compensation, equity awards, vesting schedules, and distribution choices as parts of the same financial picture. The goal is not simply to maximize compensation. It is to maximize after-tax wealth and put more of what you earn to work.
Tax-aware planning
RSU vesting, option exercises, bonuses, deferred compensation distributions, and company-stock sales can create significant tax consequences. We help you prepare for these events before they occur and coordinate with tax firms experienced in executive compensation when appropriate.
When you already have trusted tax, legal, or other professional advisors, we work alongside them so each part of your financial strategy remains coordinated.
Concentrated wealth
When your career, compensation, and investments are tied to one company, concentration risk can grow quickly. We evaluate current holdings, future vesting, cost basis, taxes, goals, and risk to develop a thoughtful strategy for diversification and continued ownership.
Make work optional
Our Work Optional Analysis™ connects your compensation, benefits, equity, taxes, investments, spending, and long-term goals. We model different scenarios to show how today’s decisions may affect your financial independence—and what could move you closer to choosing whether, when, and how you work.
From executive to wealth owner
We coordinate benefits, taxes, investments, and financial planning to help you move from earning wealth to owning it—so the opportunity created by your career can support what comes next.
Clarity today. A brighter tomorrow.
Kurt Fetter is an investment advisor representative with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Zenith Capital is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy's investment advisory business, please see our Form ADV and Form CRS.
