10EX Executive Wealth Audit


Ever Wonder if You are Making the Most of Your Wealth?

It is common for successful executives to reach an inflection point in how they view their wealth. It is the moment you realize that your financial picture has grown both in size and complexity, and you are left wondering: Could you be doing more to build your wealth? And, how on earth can you dedicate the time needed to get your arms around it to evaluate your options properly?

The plan that got you to where you are today is not likely to get you to where you are going. Now is the time to take control of your wealth, create actionable strategies and execute.

The 10Ex Executive Wealth Audit Three Stage Process to Evaluate Your Wealth & Save You Time

We have been fortunate to have the pleasure of advising executives throughout the country (and world) at all levels of business. A common theme is the importance of the value of their time. You need to invest your time where you’re most valuable, at work and at home, and your financial planning needs to be efficient to match.

We built the 10Ex Executive Wealth Audit program around these needs. The process was designed to be incredibly efficient and productive and consists of three stages.  In Stage One, you provide us upfront with all your current financial statements, executive compensation plan and other related financial documents, and In Stage 2 & 3, our team does the heavy lifting, planning and research for you as we deliver clear actionable advice within a 30-day window. The more information you provide us upfront the more in depth our analysis will be. Upon delivery of our audit results, you will have better clarity, understanding and control with a document to execute efficiently.

 Stage One: Engage and Collect Data
 Stage Two: Planning Meeting
 Stage Three: 10Ex Executive Wealth Audit Delivery

The Right Talent on Your Team

We specialize in advising stock-compensated mid to senior level corporate professionals. Why is that important? Because you wouldn’t hire a generalist mechanic to work on your rare Ferrari, would you?

We have extensive knowledge and experience in subjects such as leveraging executive benefits, managing stock compensation, strategies to potentially reduce taxes, managing complex portfolios, estate planning, and much more.  This means we can save you time in a multitude of ways, while utilizing this key experience in your planning and evaluation. We have helped clients efficiently manage their wealth through IPO’s, acquisitions, retirement and ultimately the passing of their estates. Our creativity and experience allow you comfort in knowing you have the right team on your side.

What Will We Evaluate? Everything

We believe a holistic view is critical to long-term success. We go deep, evaluating everything from your compensation & benefits (yes, even the ones you might have opted out of), your employer stock holdings & restrictions, portfolio/investments, insurances, internal & external wealth risks and much more.

A No Risk Experience Where We Prove Our Value

If you’ve worked with a broker before, they typically expect you to move your portfolio to them before they show any benefit. That is a big leap of faith, one that we aren’t sure the current financial industry has earned. We are confident enough that we don’t play those games (and we’re not brokers!).

We will deliver clear, thoughtful, actionable advice. When complete, we all can decide whether to engage in a long-term relationship. By this point you will have a solid understanding of how our team works with clients, the value we deliver and whether we might be a great fit as your financial partner.

And we even remove the cost risk. We guarantee that if we can't find you 10 times the one-time $1,000 audit fee in savings and value, we'll return your fee. *

Is the 10Ex Executive Wealth Audit for You?

Our custom 10Ex Executive Wealth audit was created to provide the most value to mid to senior level executives of publicly traded companies, who often have complexities in their wealth and compensation.  If you are a current or former executive, or corporate professional receiving stock-compensation, and have $500K+ in investable assets, you will benefit the most from our comprehensive analysis of your executive wealth plan.

If you are interested in finding out more about the 10Ex Audit and whether this would be a good fit for you, please click the BLUE Button below “For More Information” to start the process beginning with our Profile Questionnaire.  If you would prefer to speak with one of our advisors to receive more clarification on the 10Ex Process, please click on one of the Calendar Links below to schedule a complimentary 15-minute consultation.

We look forward to providing you with our objective “second-opinion” of your current wealth plan!