{"id":20,"date":"2020-12-14T23:32:52","date_gmt":"2020-12-15T07:32:52","guid":{"rendered":"https:\/\/wealthwise.wpengine.com\/executives\/"},"modified":"2023-09-01T19:23:42","modified_gmt":"2023-09-02T02:23:42","slug":"executives","status":"publish","type":"page","link":"https:\/\/wealthwisefinancial.com\/executives\/","title":{"rendered":"Executives"},"content":{"rendered":"

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Executive Finance<\/h4>\n

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Delegate those complex financial issues to us.<\/h1>\n

We know that as an executive you have distinct needs and goals for your financial plan. We specialize in navigating these complexities by constructing personalized investment portfolios, creating comprehensive financial plans, and working with your CPA and Estate Planning Attorneys on tax mitigation strategies. <\/span><\/p>\n

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Strategies For Key Executives<\/h2>\n

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Our simple process makes it easy to get started!<\/h2>\n

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1<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” header_text_color=”#14374c” header_font_size=”20px” header_line_height=”1.3em” header_2_text_color=”#14374c” header_2_font_size=”20px” header_2_line_height=”1.3em” header_3_text_color=”#B88769″ header_3_font_size=”20px” header_4_text_color=”#14374c” header_4_font_size=”20px” header_4_line_height=”1.3em” header_5_text_color=”#14374c” header_5_font_size=”20px” header_5_line_height=”1.3em” header_6_text_color=”#14374c” header_6_font_size=”20px” header_6_line_height=”1.3em” custom_margin=”||10px||false|false” header_line_height_tablet=”” header_line_height_phone=”1.7em” header_line_height_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”1.7em” header_2_line_height_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”1.7em” header_3_line_height_last_edited=”on|phone” header_4_line_height_tablet=”” header_4_line_height_phone=”1.7em” header_4_line_height_last_edited=”on|phone” header_5_line_height_tablet=”” header_5_line_height_phone=”1.7em” header_5_line_height_last_edited=”on|phone” header_6_line_height_tablet=”” header_6_line_height_phone=”1.7em” header_6_line_height_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Articulating Your Vision <\/h3>\n

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Our financial planning process begins with us working together to articulate your vision of the future. <\/span><\/p>\n

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2<\/p>\n

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Navigating the Risks <\/h3>\n

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Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score. <\/span><\/p>\n

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3<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” header_text_color=”#14374c” header_font_size=”20px” header_line_height=”1.3em” header_2_text_color=”#14374c” header_2_font_size=”20px” header_2_line_height=”1.3em” header_3_text_color=”#B88769″ header_3_font_size=”20px” header_4_text_color=”#14374c” header_4_font_size=”20px” header_4_line_height=”1.3em” header_5_text_color=”#14374c” header_5_font_size=”20px” header_5_line_height=”1.3em” header_6_text_color=”#14374c” header_6_font_size=”20px” header_6_line_height=”1.3em” custom_margin=”||10px||false|false” header_line_height_tablet=”” header_line_height_phone=”1.7em” header_line_height_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”1.7em” header_2_line_height_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”1.7em” header_3_line_height_last_edited=”on|phone” header_4_line_height_tablet=”” header_4_line_height_phone=”1.7em” header_4_line_height_last_edited=”on|phone” header_5_line_height_tablet=”” header_5_line_height_phone=”1.7em” header_5_line_height_last_edited=”on|phone” header_6_line_height_tablet=”” header_6_line_height_phone=”1.7em” header_6_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Creating a Legacy<\/h3>\n

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Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ background_color=”#f8f9fa” custom_padding=”36px|40px|80px|40px|false|true” custom_padding_tablet=”|30px||30px|false|true” custom_padding_phone=”|20px||20px|false|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”START YOUR JOURNEY” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#8f8d5f” custom_margin=”||||false|false” custom_margin_tablet=”40px||40px|0px|true|false” custom_margin_last_edited=”off|desktop” custom_padding=”20px|24px|20px|24px|true|true” box_shadow_color=”rgba(143,141,95,0.39)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”off” box_shadow_blur__hover=”20px” box_shadow_vertical__hover_enabled=”off” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Feature” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][dsm_lottie lottie_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/duo-at-table.json” _builder_version=”4.16″ _module_preset=”default” custom_margin=”|||-30vw|false|false” global_colors_info=”{}”][\/dsm_lottie][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”80px||||false|false” custom_padding_tablet=”0px||0px||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

You put in the work to reach your position. We can help you maximize it.<\/h2>\n

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Designing for Success<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font_size=”16px” text_line_height=”1.8em” locked=”off” global_colors_info=”{}”]<\/p>\n

We\u2019re experts in minimizing your tax obligations and maximizing your income for retirement. Our job is to help you understand your options and implement the right strategies for you.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”Talk With an Advisor” button_alignment=”left” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#BA8748″ button_font=”Noto Sans||||||||” custom_margin=”30px||||false|false” custom_padding=”10px|20px|10px|20px|true|true” box_shadow_color=”rgba(186,135,72,0.5)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”on” box_shadow_blur__hover=”40px” box_shadow_vertical__hover_enabled=”on” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Executive FinanceDelegate those complex financial issues to us. We know that as an executive you have distinct needs and goals for your financial plan. We specialize in navigating these complexities by constructing personalized investment portfolios, creating comprehensive financial plans, and working with your CPA and Estate Planning Attorneys on tax mitigation strategies. Strategies For Key ExecutivesOur simple process makes it easy to get started!1Articulating Your Vision Our financial planning process begins with us working together to articulate your vision of the future. 2Navigating the Risks Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score. 3Creating a LegacyEveryone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

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\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>You put in the work to reach your position. We can help you maximize it.Designing for SuccessWe\u2019re experts in minimizing your tax obligations and maximizing your income for retirement. Our job is to help you understand your options and implement the right strategies for you.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":60,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-20","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/20","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/comments?post=20"}],"version-history":[{"count":0,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/20\/revisions"}],"wp:attachment":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/media?parent=20"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}