FAS Wealth Partners

Executives and Professionals

Elevate Your Financial Future

At FAS, we take pride in offering a comprehensive wealth management approach that navigates every phase of your financial journey. From the early stages of wealth accumulation, to the concentration of assets in mid-career, and the eventual transition of both career and wealth, our commitment is to provide strategic guidance and support. By beginning with the end in mind, we empower you to maximize current opportunities while remaining resilient in the face of potential disruptions. Our wealth planning approach anticipates and addresses issues at every stage, ensuring that you can confidently navigate the complexities of your financial path. 


Executive Compensation 

Our team can help you unlock the full potential of your compensation package. By understanding the intricacies of your compensation structure, including nuances of stock options and restricted stock, we tailor strategies to maximize your financial gains while aiming to minimize risk. Let us guide you through the complexities of executive compensation, ensuring that every facet of your financial plan aligns seamlessly with your professional success and long-term goals. 

Learn More >>


Employee Stock Ownership Plan (ESOP) 

Financial planning for employees with an ESOP requires a specialized approach. Our services encompass a comprehensive analysis of the impact of the ESOP on your overall financial picture. We work closely with you to evaluate the potential benefits and risks associated with ESOP participation, considering factors such as vesting schedules, stock valuation, and diversification strategies. When available, we help model out and execute ESOP In-Plan Roth Rollover strategies that may involve phased conversions over multiple years to manage current tax liability, while allowing you to build wealth that is subject to tax-free withdrawals in retirement. ESOPs can offer a unique and dynamic wealth creation for employees and business owners and our team of Advisors can help you navigate the intricate complexities of your ESOP, ensuring that you harness its full potential for financial success. 

Learn More >>

Pre + Post Retirement Planning

Retirement Planning 

Retirement planning requires a meticulous and forward-thinking financial strategy aimed at ensuring a secure and comfortable future post-employment. It involves a careful assessment of current financial circumstances, determining future income needs, and creating a roadmap to achieve specific retirement goals. This process often includes optimizing contributions to retirement accounts, identifying appropriate investment strategies, and evaluating potential sources of retirement income, such as Social Security or pensions. We also consider health care needs and tax implications of various distribution strategies. Our team can help you craft a personalized retirement strategy that aligns seamlessly with your aspirations, providing the peace of mind that comes with a secure and fulfilling retirement. 

Learn More >>


Investment Management 

Our credentialed and experienced investment team specializes in crafting tailored investment portfolios designed to align seamlessly with your unique financial goals, risk tolerance, and time horizon. We recognize the importance of addressing concentration risk, particularly for those with significant holdings in company stock. Our approach includes strategic diversification to mitigate risk and optimize overall portfolio performance. Because retirement planning is a cornerstone of our services, we understand the critical role that effective investment management plays in building a portfolio that not only preserves wealth, but also supports your desired lifestyle in retirement. Our integrated approach ensures that your investment strategy aligns harmoniously with your comprehensive retirement plan. 

Learn More >>


Risk Management 

We understand that your financial success may be intricately linked to the performance of your company, and leaving potential risks unaddressed can have significant consequences. You may find that a large portion of your net worth is tied up in illiquid company stock and options. Our team can help you seek strategies to access liquidity, actively manage stock ownership, and diversify your assets to manage single stock exposure. While we don’t offer insurance products, we conduct a life insurance needs assessment to determine appropriate amount and type of life insurance you may desire. Securing and preserving what you’ve built requires a greater understanding of potential risks and with mindful planning you can confidently manage and grow your wealth to realize your ultimate goals. 

Learn More >>


Tax Strategies 

Tax strategies for high earners are crucial to optimize financial outcomes and minimize current and future tax liabilities. Depending on your unique circumstances, we can provide personalized guidance such tax-efficient investment strategies, tax-loss harvesting, strategic timing of stock option exercises, managing vesting schedules, Roth conversions, and more. When planning for retirement, we consider tax-efficient distribution strategies balancing withdrawals from taxable, tax-deferred, and tax-free accounts to minimize tax implications over the long term. As Advisors, we work closely with your tax professionals and estate planners to implement a holistic tax strategy that aligns with your unique financial goals. 

Learn More >>

Get Started Planning Your Future Today

Gain access to the most recent market insights, exclusive speakers, and educational resources covering a diverse range of wealth-related topics.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.