Executives seek out Reshape for wealth management advice and increased opportunities to grow their wealth. They also rely on us for specialized needs unique to having built long careers inside of large companies as well as for those beginning to advance up the ladder.


Concentrated tax efficient stock strategies to manage shares, options and warrants typical of executive compensation packages today present opportunities for liquidity, tax considerations and compliance that Reshape can work with clients on. Reshape works with company insiders to develop comprehensive 10b5-1 distribution strategies.


Bigger picture advice from years of counseling executives across industries and a wide network of contacts in the business community can provide insight for our clients to navigate life’s challenges. Reshape’s financial planning advice and customized attention helps executives build the foundations for a lifetime of wealth creation, assuring that their families can enjoy the fruits of all their hard work.


Read more >> Concentrated Stock Strategies