Wealth management – Making sound financial decisions gives you more life choices. See how we can help ›

Tune in to our 30-minute webinar for a discussion on the important market and economic trends impacting corporate executives today. Our team will share key financial strategies for you to consider before year-end that may help you maximize your company stock, your compensation, and your portfolio.

Panelists:
Abby Rosen, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Chad O’Brien, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Melissa Weisz, Wealth Advisor and moderator