With unique requirements, tech executives need to understand how to:
Because of these unique needs, going it alone as a DIY-er isn't enough. Individuals that have received advice from a Private Wealth Advisor for 15 years, or more, have 2.73 times the wealth as their DIY peers.[1] Tech executives need an advanced plan to enhance their wealth, protect it, and transfer it to the next generation.
Smedley Financial specializes in advanced planning that focuses on the tech executive's needs, values, and goals. Reach out to us to get your advanced plan started.
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[1] https://www.barrons.com/articles/behavioral-alpha-the-true-power-of-financial-advice-1476396872