Clarity to Focus on Your Business
Lisa Brown, Partner, Wealth Advisor, explains how our team takes a deep dive into each clients' company compensation and benefit plans, applying tax and investment expertise to help corporate executives maximize their wealth.
When you are working with corporate executives, it is critically important that you know how their compensation and benefit plans work. And in many cases, I pride myself on knowing how their company plans work more than their human resources department does.
My name is Lisa Brown. I'm a Partner and Wealth Advisor at Corient. Most of my clients are so busy with their career and their family life that they simply have very limited time to pay attention to their finances, so that's where we come in.
We really take the deep dive into understanding how those plans work and then parlay all of the financial tax and investment strategies that we're experts in to make sure that they're maximizing their wealth at their company. Having your financial house in order provides huge peace of mind. It allows our clients to focus more on running their business.
Disclosure:
Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC.
Investing involves risk. Visit www.corient.com to read the Disclosure Brochure & From CRS before investing.
