Executives

At some point, we’ve all heard the phrase, “It’s not what you make that matters, it’s what you keep.”

Unfortunately, as an executive or other highly paid individual, it could be that you are putting less than half of your income into your own pocket for your personal needs and wants. We can help you change that.

Typically, executives and business owners alike require specific financial solutions – and just as in most other instances, these strategies must be altered over time in order to stay aligned with goals and objectives.

The good news is that, even in today’s convoluted and unpredictable tax environment, there are ways that you can structure your finances to benefit you. From tax issues to stock options, Bedrock Investment Advisors truly understands the concerns of high-level business professionals.

In fact, we place a primary focus on helping key employees and other highly compensated executives to address financial complexities that are specific to you. These include:

Professional Money Management Services
Asset Protection
Tax Strategies

So, if you’re still handing over the bulk of your earnings to Uncle Sam, we need to talk. Contact Bedrock Investment Advisors to set up a no obligation consultation.

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Not affiliated with the U.S. Federal Government or any government Agency. Investment Advisory Services offered through BWM Advisory, LLC (BWM). BWM is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWM Advisory, LLC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.