Stonebriar Wealth Management LLC

Executives at global companies masterfully manage their businesses, provide insight to thousands of employees around the world, and require the foresight and intuition to steer large corporations towards profitability and success. But while professionals climb to the top of the corporate ladder, they shouldn’t have to be an expert at managing their personal wealth and finances. At Stonebriar Wealth Management, we give executives the financial freedom they need in life so they can be successful in their career, in their family, in their relationships, and in everything else that they need to focus on, besides money. We help clients’ bonuses work harder for them by proactively managing their tax liabilities earned via their deferred compensation including ESOs and ISOs. Stonebriar also helps navigate the extensive universe of insurance options worth considering. At Stonebriar, we believe that executives have an inherent opportunity to be successful in their personal and professional lives - and an honest, expert Financial advisor can make all the difference. In the same discipline, we have extensive experience in helping clients entitled to financial windfalls and inheritances, sometimes surrounding unexpected or even tragic events.

网站

https://www.stonebriarwm.com/

Stonebriar Wealth Management LLC的外部链接

所属行业

金融服务

规模

1 人

总部

New York，New York

类型

私人持股

创立

2021

领域

Financial Planning、Wealth Management、Tax-Loss Harvesting、Windfall Inheritance Management、Employer Stock Option Specialist和Life Insurance