It often happens that as a corporate executive, when you do find time to address your finances, it's a challenge to piece it all together into an accurate picture of where you stand - especially without a clear strategy for managing your corporate benefits. Our purpose is not only to make sense of your benefits in light of your overall goals, but to consolidate all your financial strategies and considerations into one clear platform.
That's how we provide clarity, save time, and empower decision-making. Equity compensation is just one aspect of your financial picture, but it can be a powerful driver of your overall financial well-being. That's why we start by demystifying your corporate benefits package and understanding its function in the context of your broad financial goals.
That's how we provide clarity, save time, and empower decision-making. Equity compensation is just one aspect of your financial picture, but it can be a powerful driver of your overall financial well-being. That's why we start by demystifying your corporate benefits package and understanding its function in the context of your broad financial goals.
Services
Courtney Jones founded Credo Wealth Management after 16 years working primarily with corporate executives to consolidate, organize and plan their wealth. She and her team deliver a holistic approach that integrates corporate benefits within an overall wealth management strategy. Originally from New Jersey, Courtney has professional and family roots in Wall Street.
Non Qualified Deferred Compensation Plans (NQDCs) can offer you the opportunity to save well above the limits on a 401(k) plan. Strategic, proactive tax planning can save thousands of dollars throughout an investor's retirement. Millennials and the positive trends that can help narrow the wealth gap with previous generations.
The financial questions you face are complex, but as specialists working with executives for many years, we know how to cut through to the essentials and deliver practical strategies. We leverage this specialized knowledge, together with innovative technology and a range of resources, in order to provide an ongoing, comprehensive wealth management service.
There's often a sense of security around company stock, but equity compensation still needs to be managed, tax has to be mitigated and diversification often presents a unique challenge - executives rarely have the time or the means to keep it all organized. That's why we developed comprehensive wealth planning services for executives that incorporate benefits planning and strategy.
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