As a busy executive, successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We can help you do both.

Meet Bob.  This is his WHY.

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.


Taking the Guesswork Out Of Your Complex Wealth Needs

Private Banking: Streamline your finances with personalized banking solutions developed to fit your unique needs. 

Trust Services: Create an estate plan and start preparing to preserve your family wealth according to your own wishes.

Family Office: Choose strategies and solutions that match your Family Office structure and trust your needs to experts who understand the complexities that come with extensive wealth.

Wealth PlanningTake the important steps to establish your financial future and prepare for major milestones like retirement.

Investment Management: Take the important steps to establish your financial future with a thoughtful investment approach with equity, tactical and fixed-income strategies.

Lending: Go after your next goal with residential financing for a new property or private lending for your personal borrowing needs.

Managing Your Compensation Package and Equity Awards

Concentrated Stock Positions: As a successful executive, you are likely being rewarded with equity. As your equity vests over time, you have greater financial benefits, but also increased stock concentration risk. Our Wealth Strategists are adept at ensuring that your portfolio reflects the appropriate amount of opportunity and risk.

Executive Advisory Services: Make your financial picture more clear and your assets work harder for you with a personalized, client focused strategy. Our team can help integrate your finances, access capital, minimize stock plan risk, develop a wealth transfer plan, establish a 10b5-1 trading plan, and more.


Key Insights and Education

Managing the Complexities of Your Equity Compensation
The Role of 10b5-1 Plans in Helping Executives Meet Their Financial Goals

Considerations When Selling Your Company Shares
​Why a trusted advisor can help you avoid pitfalls and feel empowered to sell your stock

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