Your Career Is Exceptional. Your Financial Plan Should Be Too.

Tailored financial strategies designed to help executives maximize their compensation, protect their wealth, and plan confidently for life beyond their career.

A Financial Plan as Sophisticated as Your Career.

Executives face a financial landscape unlike most. Between complex compensation packages, concentrated stock positions, deferred compensation plans, and the demands of a high-profile career, the decisions you face are layered, consequential, and often time-sensitive.

At Union Strategic Advisors, we work with business executives to bring clarity and order to that complexity. We take the time to understand the full picture of your financial life — your compensation structure, your goals, your timeline, and your vision for life beyond your career — and build a comprehensive, personalized plan that makes the most of every opportunity available to you.

What We Offer

Services for Business Executives.

Financial guidance designed to address the unique opportunities and challenges that come with executive leadership.

Compensation Planning

Strategic guidance for navigating complex compensation packages, including stock options, RSUs, and bonus structures.

Investment Management

Sophisticated investment strategies that align your portfolio with your goals, risk tolerance, and long-term vision.

Tax Planning

Proactive, year-round tax strategies designed to minimize your liability and preserve more of what you’ve earned.

Deferred Compensation

Expert guidance on timing, distribution, and maximizing the value of your deferred compensation plans.

Risk Management

Comprehensive strategies to protect your income, your assets, and the lifestyle you’ve worked hard to build.

Legacy Planning

Thoughtful wealth transfer strategies that honor your intentions and provide for the people and causes you care about most.

Where You Are in Your Career.

Every stage of an executive career brings its own financial opportunities and decisions. We tailor our guidance to where you are right now — so your plan is always working as hard as you are.

Early Executive Years

As your career begins its ascent and your compensation grows more complex, we help you build a comprehensive financial plan around your expanding income, navigate your equity compensation and benefits strategically, establish strong tax planning habits from the start, and lay the groundwork for long-term wealth accumulation.

Peak Career Years

At the height of your earning potential, the decisions you make carry significant weight. We help you maximize and diversify your compensation, manage concentrated stock positions thoughtfully, implement sophisticated tax minimization strategies, and ensure your estate plan reflects the wealth you’ve built and the legacy you want to leave.

Transition and Beyond

Whether you’re planning a career change, stepping into a board role, or preparing for life after the corner office, we help you build a clear picture of your post-career financial life, optimize your retirement income strategy, navigate the financial implications of your transition, and make sure the plan you’ve built carries you confidently into whatever comes next.

Your Career Created Opportunity. We Help You Keep It.

At Union Strategic Advisors, we understand that the financial life of an executive demands more than standard advice. It demands expertise, diligence, and a partner who takes the time to truly understand your situation. We’re here to simplify the complex, seize the opportunities unique to your career, and build a financial plan worthy of the success you’ve achieved.