High quality sell my business company US? Spectrum Wealth Partners provides family and individual wealth management services that aim to help preserve and enhance your wealth. The success of a portfolio is directly tied to the investment plan developed for our clients. A thorough investment plan is vital to the implementation of any investment strategy and is the blueprint for the purchase of every security in a client account. In the investment review process, our advisors capture all of our client’s personal information and current investments, as well as the goals and objectives they seek to achieve.

James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.

Whether you are a “C-suite” executive or a recent recipient of a stock incentive package, it is imperative you have a strategy to manage your company stock. Most companies offer non-qualified stock options (NQSO), incentive stock options (ISO), restricted stock units (RSU), or employee stock purchase plans (ESPP), all with specific rules, tax treatment, and planning opportunities. Our team is well equipped to assist our clients in implementing a strategy that integrates your company stock with your investment portfolio and financial plan to ensure you take full advantage of your company’s stock incentive plan. See many more information on wealth management alamo.

We believe in the Lincoln Finanial Advisors philosophy of Service – First, Last and AlwaysSM. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the qualities of our “Serve First” philosophy. And these are the commitments we make to each of our clients. If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.

At Spectrum Wealth Partners, we follow the Lincoln Financial Advisors philosophy of “Service first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations all around the Bay Area we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local advisor, while having access to the significant resources a Fortune 500 financial firm offers. Discover many more details at http://spectrumwealthpartners.com/.