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Compensation Advice

Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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“While we help executives at any stage of their careers, the landscape is even more complicated at retirement. When is the right time to exercise options? How do you take your deferred compensation given your tax situation? What is the right election to make for your executive pension? One client had significant philanthropic intentions at retirement, and we were able to structure his giving in the most advantageous way for both him and the charity.”

Our Advice

Waldron timed the exercise of his executive stock options and used the client’s executive compensation to fulfill his charitable intentions. The use of the asset allowed the client to fulfill his charitable wishes for less than 50 cents on the dollar out of his pocket.

We structured the payout elections of his deferred compensation to significantly lower the associated taxes, leaving more in his pocket to spend on travel all over the world.

Waldron worked on pension elections that helped the client and his spouse feel secure in their future by ensuring the right amount of consistent cash flow would be received during their lives.

Executive
Compensation

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Corporate benefits analysis
Executive compensation

Expertise for Every Scenario

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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Preparing Your Kids
for Wealth
Matthew Helfrich,

Matthew Helfrich, CFP®, President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.

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Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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Supporting Your
Family Office

Michael Krol, CFP®, CPA, CFO & Chief Service Officer, tells how Waldron efficiently helps family offices provide expanded services for their clients.

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Considering the
Effect of Taxes

Robert H. Wyche, Managing Director, relates the story of a coordinated carryforward strategy.

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Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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Goal-based
Investing
Benjamin Greenfeld

Benjamin Greenfeld, CFP®, Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.

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Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

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