Corporate Executives

We collaborate to piece solutions together for Senior Executives.

The Senior Executives that choose to work with us value our experience as well as our ability to understand their business. We address the complete life cycle of executive needs and offer tailor-made solutions that save you time and allow you to focus on what truly matters to you.

We can address your specific personal wealth needs and help you understand how the pieces will fit together.

Our comprehensive strategies help you make informed decisions on how to optimize your benefits and compensation plan. They also help you understand the impact your stock options and other benefits will have on your goals moving forward. Our income and estate tax strategies can help mitigate surprises come tax time as well.

Special Services for Corporate Executives

Executive Compensation Advisory Services

We bring multiple decades worth of experience and can give you the advice you need on making the most of your compensation package.


Solutions that suit you

No matter how high level or granular you’re looking to go, we help you gain a comprehensive understanding of the puzzle as well as the pieces. Delegate your mandatories to us and we’ll execute them with your best interest in mind.

We’re committed to partnering with the brokerages that you’ve trusted over the years, as well as offer flexibility in custodians.

Financial Planning

You hand us the puzzle, we’ll hand you solutions. We take a comprehensive approach to Financial Planning, helping you not only discover but also clearly define your financial goals. Along with probability-of-success scores for your goals we provide you with guidance and recommendations on how to work toward improving them.

Wealth Management

At Puzzle, we’re free to seek solutions all along the spectrum. In addition, our clients gain access to strategies of Toroso Asset Management. Because of this, we’re able to provide you with extended strategies for equities, fixed income, and alternative investments.

CPAs, Estate Planning, Attorneys & Insurance Solutions

We became independent because we value honest advice above everything else. If you already have a specialist you prefer, bring them to the table so we can collaborate on the best solutions for you. Our cloud-based vault for your important documents means we’re able to provide safe, secure access to all necessary parties.

How can we serve you?

Let's get started.

Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.

Please provide the following information so that we can schedule a meeting.