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After years of rigorous education, it’s easy to get overwhelmed in the professional world. While growing and protecting your wealth, we can help you better understand the hidden costs of exercising the employee stock options available to you.

Our investment specialist, Eric Gerhard, has years of experience connecting pharmaceutical executives with financial plans tailored to fit their lifestyle. In addition to providing specific education on maximizing your compensation package, we can help you learn how to properly manage concentrated stock positions.

Pharmaceutical Executives

  • Maximizing your compensation package
  • Manage concentrated stock positions
  • Demystifying taxes on company stock options*

*Registered representatives do not provide tax and/or legal advice. Please consult your tax advisor and/or attorney for such guidance.