WEALTH ADVISORY SERVICES
FOR TECHNOLOGY PROFESSIONALS
Legend Financial Advisors, Inc.® (Legend®) with its headquarters located in Pittsburgh, Pennsylvania, provides specially designed Wealth Advisory Services for Soon-To-Be Affluent, Affluent (those individuals whose investment assets of $1,000,000 to $10,000,000) and Wealthy (those individuals whose investment assets exceed $10,000,000) technology professionals. These services include:
Stock Option Exercise Planning
Diversification Strategies for High-Equity Concentrations
Comprehensive Financial Planning
Investment Management
Income Tax Preparation
Retirement Accumulation and Distribution Planning Services
Estate Planning, Trust Services, and Philanthropic Planning
Technology companies commonly use stock options and Employee Stock Ownership Plans as financial incentives to motivate employees. If the technology company has good fortunes and their market value increases, employees with stock options are often catapulted into, on one hand, a great financial situation, and on the other hand, a situation that creates the need for careful financial planning and strategic investment management.
Through Legend®’s experience, we are able to offer solutions that meet the specialized financial considerations and needs that face technology professionals.
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