How well do your corporate benefits support your personal wealth?




Executives are known for working long hours to make their businesses a success. Fact is, many are spread thin between their work and family demands, often relegating their financial well-being to a distant third place.

  • How can I optimize my benefits and/or severance package?
  • How can I shield my personal assets from liability?
  • How can I control my income tax liability?
  • What are the best strategies to manage my employer stock options?
  • What tools are available to reduce risk of my concentrated employer stock exposure?
  • How can I integrate my employer and personal savings programs?
  • What are the best ways to manage my salary deferral and retirement plan distributions?
  • Can I have a team taking care of my personal finances, retirement, and tax planning, to save me time and make sure my family will have the help they need if anything happens to me?

We deliver a concise, time-efficient process to help you chart your path and gain control over your own finances. In return, you can gain time to focus on your career, family or enjoy more free time.



© 2020 Nautilus Wealth Advisors 

Securities offered through Raymond James Financial Services Inc. 


Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Nautilus Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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