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Corporate Executive Services


As a corporate executive, your compensation package often presents unique and complex investment challenges. Your personal wealth management issues may involve tax implications, selling restrictions, and other personal and professional responsibilities that need to be taken into consideration.


Based on information you provide about your particular grants, we can provide:


  • An explanation of your stock options and restricted stock, focusing on tax considerations and investment characteristics*

  • Access to a team of experienced professionals in our corporate headquarters to help you navigate the complexities of corporate compensation

  • Recommendations based on your objectives for the options or restricted stock and your current financial situation


Together, we can discuss your individual equity grants and plan an appropriate course of action. We can also familiarize you with our cashless exercise program that may let you exercise options without disturbing your existing securities portfolio or raising cash.


*RG Investment Group is not a tax or legal advisor. Consult a tax or legal advisor before making tax-related investment decisions.

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