WorkWealth™ Benefits
WorkWealth™ Benefits helps you attract talent, reduce financial stress, and strengthen your company—through executive compensation and employee wellness.
WorkWealth™ Benefits Plan
Financial Wellness That Strengthens Leadership and the Workforce
Today’s leadership teams face an increasingly complex challenge: recruiting and retaining top talent while supporting their financial wellness and wellbeing. For executives, the stakes are even higher; stock awards, deferred compensation, and long-term incentives require advanced planning and personalized guidance.
WorkWealth™ Benefits is our end-to-end financial wellness platform, designed to meet the distinct needs of both C-suite leaders and the broader workforce. From executive compensation strategies to foundational retirement education, we deliver customized solutions that drive engagement, reduce stress, and strengthen your organization’s performance from the top down.
Here’s how we support your leadership team and workforce:
• Executive Financial Strategies: Personalized guidance on equity compensation, nonqualified deferred compensation, concentrated stock risk, and tax optimization for bonuses and long-term incentive plans.
• 1:1 Planning with CFP Professionals: Tailored financial planning for senior leaders and high-potential talent.
• Foundational Support for Employees: Financial education, goal-based planning, and guided enrollment.
• Custom Retirement & 401(k) Plans: Retirement plans designed around your company’s growth strategy and workforce demographics.
• Break-the-Glass Planning: Emergency plans and digital vaults for succession, continuity, and peace of mind at every level.
• Integrated Banking, Trust & Investment Services: A unified solution for personal and corporate financial needs.
• Digital Tools & Scalable Delivery: Interactive education and secure digital access that scales with your team.
Whether you’re building a new plan or upgrading an existing one, WorkWealth™ Benefits strengthens your employer brand and helps you deliver on your leadership promise, from the boardroom to the front line.
Wealth Planning
Retirement Solutions
Break the Glass Plan
Built for Leaders Navigating Complexity
C-suite leaders face a unique financial landscape defined by complex compensation structures, investment portfolios spread across institutions, and high expectations for long-term planning. We work closely with executives to simplify that complexity and deliver clear, confident direction.
- Comprehensive Wealth Architecture: Integrate executive compensation, personal assets, and future goals across all entities.
- Tax Optimization & Investment Management: Actively managed portfolios aligned to your short- and long-term liquidity needs.
- Trust & Estate Strategy: Multigenerational planning that protects wealth, honors values, and anticipates transitions.
- Equity Compensation & Concentrated Stock Planning: Diversification and monetization strategies tailored to your corporate stock position.
- Deferred Comp Guidance: Strategic deferral planning, distribution timing, and risk mitigation.
- Succession & Exit Strategy: Business transition planning for founders and key leaders.
- Philanthropic Integration: Support for foundation design, giving strategies, and purpose-driven financial impact.
A Strategic Asset in Talent Management
Retirement benefits are no longer just a checkbox; they’re a cornerstone of long-term employee loyalty and executive recruitment. We help design retirement plans that reflect your organization’s values, financial goals, and leadership priorities.
- Custom-Designed 401(k) & Retirement Plans: Tailored to your workforce demographics and business goals.
- Ongoing Advisory & Fiduciary Services: End-to-end support that grows with your company.
- Plan Administration & Compliance Support: Reduce risk and ensure your plan stays aligned with regulations.
- Employee Financial Wellness Education & Enrollment Support: Boost engagement with guided resources and planning tools.
- Executive Deferred Compensation Plans: Attract and retain leadership talent with advanced retirement offerings.
A Roadmap to Provide Loved Ones with Clarity
In an emergency, clarity matters. Our Break-the-Glass Plan is a secure, guided roadmap for executives and employees alike, ensuring that family members, business partners, and key stakeholders can act swiftly and confidently when needed most.
- Secure Digital Vault: Safely store financials, legal documents, succession plans, and more.
- Controlled Emergency Access: Share vital information with trusted contacts, only when truly needed.
- Estate & Continuity Planning: Protect your legacy, your leadership position, and your family.
- Personal & Business Continuity Protection: One platform to safeguard your professional and personal affairs.
- Succession Readiness: Ensure your role and responsibilities are covered with confidence.
- Peace of Mind for Executives: Plan for the unexpected with leadership-level preparedness.
A Plan to Support the Your Entire Workforce
Your employees’ financial lives are not one-size-fits-all—and your benefit strategy shouldn’t be either. WorkWealth™ Benefits enables companies to deliver targeted, personalized solutions at every level of the organization, while aligning with leadership goals for recruitment, retention, and performance.
Your Company: We partner with your C-suite to build a benefits strategy that reflects your values, addresses workforce complexity, and positions your organization as an employer of choice.
Your Executives: Customized guidance for complex compensation packages, equity strategies, and tax optimization. Access to private banking, estate planning, and legacy support for enduring financial confidence.
Your Employees: Education, tools, and 1:1 support to reduce stress, improve retention, and empower confident decision-making at every career stage.
From entry-level to executive, WorkWealth™ Benefits is the only benefits strategy built to evolve alongside your workforce and your business.
Ready to learn more about WorkWealth™ Benefits?
Let’s talk about how WorkWealth™ Benefits can help you attract talent, reduce employee stress, and strengthen your business from the inside out.