Employee Benefits & Compensation

Wealth Services > Employee Benefits & Compensation

Often times employees have access to benefits beyond their salary. Without proper consideration, these benefits are often under-utilized.

The amount and type of benefits can be overwhelming to dissect. How do you choose what’s best and cost effective? You need the oversight of someone who understands how to navigate the complexities.

We can work to make sure you’re getting the most out of your employee benefits.

Our Services Include:

  • null
    Educating Clients on the Current Benefits Available Through Their Employer
  • null
    Maximizing Defined Benefit & Contribution Plans, Company Stock Grants & Options, Non-Qualified or Highly Compensated Employee Savings Plans
  • null
    Advising on Health, Life, & Disability Coverage
  • null
    Recommending Proper Usage of Dependent Care, Flexible, & Health Savings Accounts
  • null
    Reviewing or Structuring Benefits for Executives & Key Employees


To learn more about our wealth services, fill out the form below and someone from our team will get back to you shortly.
[email protected]     404.220.8958