Wealth planning for highly-compensated professionals
Elevate your potential.
Wealth planning tailored to your life and career.
Executives with significant assets often face intricate financial decisions, from optimizing stock options and restricted units to juggling fast-paced careers and shifting life goals. Below are a few key areas we consider:
Compensation Planning
Make the most of your earnings with strategies designed to maximize after-tax income and long-term value from stock options, bonuses, and equity awards.
Equity Compensation & Stock Option Management
Navigating equity-based compensation — including stock options, RSUs, ESOPs, deferred comp, and profit-sharing — requires strategic guidance. We help you understand, time, and manage these assets with precision, so you can maximize their value on an after-tax basis and align them with your bigger financial goals.
Tax Planning
Keep more of what you earn by aligning your tax strategy with your overall financial plan — reducing surprises and increasing after-tax wealth.
Investment Management
Grow your wealth with a disciplined, personalized strategy that’s built to weather markets and support your long-term goals.
Retirement Planning
Create a plan that funds the life you want — with clarity, confidence, and flexibility for what’s next.
Estate Planning
Ensure everything you’ve built is transferred according to your values, with clarity for your loved ones and confidence in your legacy.
Risk Management
Protect what matters most by planning for the unexpected — so you can move forward with confidence, no matter what life brings.
Liquidity Event Planning
Turn a major financial event into a long-term opportunity — with a plan to reduce taxes, protect assets, and expand what’s possible.
Education Planning
Support your children or grandchildren with thoughtful, tax-efficient education strategies — while preserving your broader financial plan.
Our Process
The Fidato Way
At Fidato Wealth, our way is rooted in clarity, discipline, and personal connection. We take the time to understand your unique story, then apply a proven process shaped by years of guiding clients through market cycles, business transitions, retirement decisions, and complex financial landscapes. From aligning wealth with purpose to preserving what you’ve built for the next generation, The Fidato Way is about more than strategies — it’s about delivering confidence in every decision, year after year.