Executives...your wealth has come at a cost that you can't see... No, I'm not talking about time. You know already the hours dedicated to advancing your career. The hidden cost is inertia Unlike most people whose investments are exclusively in 401(k)s and IRAs, you have accumulated wealth through your salary, bonuses, RSUs, PSUs, stock options, deferred compensation and other executive compensation plans. These programs play an important role in building wealth. And you've let these plans run on auto-pilot because... - You don't have time to decipher complex comp plan documents - You don't want to be taxed heavily upon making changes - You don't have time to construct a comprehensive strategy You also know wealth can be destroyed due to concentration and unnecessary taxation Concentrated equity positions present high levels of market risk think of companies like GE, AIG, Wachovia, Enron, WorldCom. Employees who had all their money tied to the company lost millions when these stocks plummeted. You may find yourself in a state of inertia because you know the tax costs associated with taking action on your equity comp plans... I'll let you in on a little secret... The cost of inertia staying the course, auto-pilot, doing nothing far outweighs the investment of developing a thoughtful strategy. So how can you build and preserve wealth, and avoid the risks of unnecessary taxation? That's where we come in. Through our team, you have access to Executive Services from an industry leader, Merrill Lynch Wealth Management. We use Executive Award Analysis to... - Identify tax minimization strategies - Uncover diversification opportunities - Incorporate your executive comp into your overall wealth plan If you are interested in developing a plan to take action on your equity comp plans that reduce your tax risks and preserve your wealth...then leave me a note and let's find time to talk. 