(317) 819-4610
EVANS MAY ADVISORY

CORPORATE EXECUTIVES

by

Wealth Strategies for Corporate Insiders

    Corporate executives face unique challenges. It can be difficult to separate your personal financial future from the success of your company. We have developed a disciplined approach to help executives improve financial security through wealth protection and diversification.

      We help corporate insiders:

      • Track and organize restricted stock options in the context of their total net worth
      • Manage SEC Rule 144 considerations, including incentive and non-qualified stock options
      • Design and implement 10b5-1 plans
      • Identify opportunities to mitigate taxes while planning for retirement
      • Manage equity compensation, deferred compensation, and partnership interests

Connect with us

Evans May Wealth
211 W Main Street, Suite 301 Carmel, IN 46032 (317) 819-4610 [email protected]
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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

These materials have been independently produced by Evans May Wealth. Evans May Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Evans May Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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