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Your Career Created Financial Complexity — We Simplify It
Senior executives and high-net-worth beneficiaries face a level of financial complexity that generic advisors aren't equipped to handle. Between equity compensation, concentrated stock positions, deferred comp, multi-entity tax exposure, and estate considerations — every decision has cascading implications across your entire financial life.
We serve as your personal CFO — coordinating everything so you can focus on what you do best.
An Employer-Sponsored Benefit, Personally Delivered
Organizations engage BRIM as a benefit for their senior leaders and beneficiaries. We deliver comprehensive financial counseling — funded by the employer, tailored to the individual.
Advisory Built for Leaders and Those Who Depend on Them
Whether you're a senior executive navigating career-level financial complexity or a beneficiary managing newly inherited wealth, our counseling is tailored to your specific situation.
What Your Personal CFO Coordinates
Whether you're an executive or a beneficiary, our counseling covers every financial dimension — integrated under one plan and one relationship.
We analyze your full equity package — RSUs, ISOs, NSOs, ESPP, and restricted stock — modeling optimal exercise timing, tax impact, and diversification strategies to maximize after-tax value while managing concentration risk.
Executives often have layered income — W-2 salary, K-1 from partnerships, capital gains from equity sales, and deferred comp distributions. We build proactive tax strategies across all sources, coordinating with your CPA on Roth conversions, bracket management, and harvesting.
We model your path to financial independence using Monte Carlo simulations, withdrawal strategy analysis, and Social Security optimization — factoring in your equity vesting schedule, deferred comp distributions, and expected lifestyle trajectory.
We manage your portfolio across four proprietary SMA strategies with tax-aware asset location — placing high-growth holdings in Roth accounts and tax-efficient investments in taxable accounts to maximize after-tax compounding over your full career and retirement horizon.
We coordinate with Bobby Feisee, Esq. on trust design, beneficiary structuring, gifting strategies, and wealth transfer planning — ensuring your estate plan stays aligned with your investment decisions and tax strategy as your career and assets evolve.
Designed for Leaders and the Families They Support
Our executive counseling serves individuals at every stage of their career and family situation — from active C-suite leaders to spouses and children navigating inherited wealth.
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Let's Simplify Your Financial Life
Whether you're an employer looking to sponsor executive counseling or an individual seeking personal CFO-level guidance — schedule a complimentary consultation to explore how we can help.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.