:: The Botsford Group ::

CLIENTS

Corporate Executives

Frisco, TX
2611 Internet Boulevard
Suite 110
Frisco, TX 75034
Phone: (214)423-4200
Fax: (214)423-4211
(click here for map)

Atlanta, GA
Five Concourse Parkway
Suite 2275
Atlanta, GA 30328
Phone: (770)391-4555
Fax: (770)391-9811
(click here for map)

Princeton, NJ
33 Witherspoon St.
Princeton, NJ 08542
Phone: (888)391-4563
(click here for map)

Corporate Executives

We understand the specialized needs of high net worth corporate executives and professionals. We provide expert help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs.

STOCK OPTION ANALYSIS
TAX CONSEQUENCES RELATING TO STOCK SALES
TAX-ADVANTAGED DIVERSIFICATION STRATEGIES
CLARIFICATION OF ESOP OR 401(K) AND SAVINGS PLAN OPTIONS

While taking into account the emotional and business attachments executives have toward their company stock, we help clients understand the risks inherent with having a large concentration of wealth tied up in one stock. We’ll provide risk assessment and transfer strategies aimed at helping your portfolio grow consistent with your investment objectives.

Securities offered through DeWaay Financial
Network, LLC, Member FINRA/SIPC. Advisory services offered through DeWaay Advisory, LLC, a Registered Investment Advisor and Biltmore Capital Advisors, A Registered Investment Advisor. The Botsford Group and Biltmore Capital Advisors are not affiliated with
DeWaay Financial Network, LLC.

DeWaay Financial Network is not associated with 900lbs Creative