Executive compensation’s potential impact on investments

Senior managers often have complicated compensation packages. In addition to a performance-based bonus, you may receive long-term incentives that tie you tightly to the firm, and company stock or options that results in a highly concentrated investment portfolio.

You need an advisor experienced with executive compensation.
With an uncommon understanding of senior level compensation and other issues, we provide comprehensive wealth planning guidance and services to senior executives like you, including:

  • Net worth and cash flow planning
  • Investment planning and portfolio management
  • Insurance sufficiency and risk management
  • Estate, wealth transfer and philanthropic planning
  • Retirement planning
  • Reallocation due to concentrated holdings
  • Tax minimization and liquidity strategies

Work with an advisor who understands your breadwinner issues.
Are you trying to balance your career with parenting or to navigate your next career move? Do you need time-saving strategies or guidance on multi-generational family care? Luma Wealth offers guidance specific to your needs, whether you seek career advancement, financial literacy information for you and your family, opportunities to network with other executives, or help combating the societal stigma of being the family breadwinner.
On top of the corporate ladder? Keep a firm grip on your wealth plan.
Contact Luma Wealth Advisors for our specialized knowledge of executive compensation, and benefit from unique networking opportunities for senior executive women.


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Discover how to benefit from comprehensive wealth planning for women.
Call us, toll free, at 866-995-6191, email info@lumawealth.com or check out our website lumawealth.com