Broker Check

Corporate Executives

Time is your most valuable asset. As a busy professional and leader within your organization, you don’t always have the extra time to research and manage your finances on your own. You are business-savvy and a prudent investor who is relationship and goal-oriented, and expect the same from your financial professional. You want a seasoned and trusted advisor who takes the time to know you and that understands the unique needs that come with advanced compensation packages and wealth management.

At Hall Wealth, we have the financial and business expertise to provide you with advanced strategies to manage your assets throughout your career, into retirement and for your estate.  We do the heavy-lifting to create a focused and customized financial roadmap so that you have the freedom and peace of mind knowing that your financial future is in trusted hands. 

We provide services to evaluate and advise you on:

  • personal cash flow and goal-based planning
  • career and retirement planning
  • tax liability reduction
  • tax treatment of executive compensation packages
  • cash and risk management
  • family trusts, estate management and powers of attorney
  • health, life and long term care insurances
  • charitable donations and foundations