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Financial Services Tailored for Executives

Maximize Your Success

Being an executive says a lot about your personality. You’re driven, focused, and strategic. It’s taken hard work and dedication to get here, not to mention long hours. Executives may receive excellent benefits and incentives but lacking proper attention, these rarely reach their true potential. These can include 401(k) retirement plans, deferred compensation, stock options and more. You’re on top of your career, but are you getting the most from what you’ve earned?

At Overland and Shanahan, we specialize in helping busy executives maximize the benefits they’ve earned. Learn more about our financial planning services for executives, tools for saving on taxes, and other ways you can improve your investment portfolio.

Let us help you work towards growing, preserving, and enjoying the results of your hard work.

Accomplish More

A full suite of professional financial solutions.

Planning for Retirement

Sarah

Overcome Challenges
Managing Tech Stocks

Max & Trisha

Follow Their Story

INVESTMENT MANAGEMENT FOR EXECUTIVES

Your financial life is complicated- a variety of stock options, ESPP and a 401k plan at your current employer, concentrated stock positions and 401(k)’s from previous employers. Asset location, as well as asset allocation, has never been more important as you look to manage your tax liability as best you can.

We have seen this story many times before and can effectively help you navigate the complexities of your financial life so you can concentrate on the things that are most important to you: family, friends and business. Partner with Overland & Shanahan Wealth Advisors today.

TAX STRATEGIES FOR EXECUTIVES

“It’s not what you earn, it’s what you keep.” This quote couldn’t be more true these days with the highest combined tax rates in some states over 50%! At Overland and Shanahan Wealth Advisors, we help busy executives develop tax minimization strategies incorporating stock option planning, deferred compensation, other company sponsored benefits and charitable planning, thus preserving your hard earned wealth.  Speak with one of our wealth advisors and learn how we can potentially help you keep more of what you earn.

Responsible Investing (ESG)

Do you care about climate change? How about human rights, equal pay, data security or transparency? Have you ever been asked, “Would you like to align your values with your investment portfolio?”

ESG stands for Environmental, Social and Governance. There is growing evidence that suggests that ESG factors, when integrated into investment analysis and portfolio construction, may offer investors potential long-term performance advantages. An April 2019 survey by InvestmentNews, revealed that only 21% of financial advisors were proactive in initiating ESG conversations. Overland and Shanahan Wealth Advisors is proud to be part of that minority. Let us help you align your values with your portfolio and Invest Responsibly.

Our Services Include:

Retirement Planning

Investment Management
College Planning
Insurance Planning
Executive Finance
Responsible Investing

Charitable Planning
Estate Planning
Concentrated Stock Planning
Stock Option/RSU Planning