Best Wealth Management, Financial Advisors, Retirement, Stock Compensation, ESG Socially Responsible Investing
Our wealth management team at brings extensive professional experience to the responsibility of meeting your investment management and financial planning needs. Professional investment management that’s focused on value, growth, and income. Working with a registered investment advisor means very sound and successful investment management. As a Registered Investment Advisor and fiduciary our financial advice and investment management align with your investment goals. As very experienced financial advisors we address your tolerance and capacity for risk, focusing on reducing losses and improving returns while avoiding unnecessary risk.
Whether you come to us for a portfolio consultation or want us to manage your investment accounts, we assess the current performance of your investments and advise you about potentially better options. We recommend high-quality investments that provide value, growth, and income, and help you reallocate assets to improve both risk and returns.
Financial advice with no commission and no conflicts – fee only advisors. Changing conditions call for counsel that’s truly insightful, experienced and independent. As our client, you pay only a low annual fee based on the assets in your accounts that we manage for you. We charge no commission on transactions, eliminating any potential conflicts of interest in our investment advice or the investment allocations we recommend.
Today, the growth and protection of your money depends on having a financial advisor who’s fully focused on investment management. At Marin Wealth Advisors, that’s exactly what we offer our clients: an expert team of investment managers using our years of experience and the latest technology to implement your investment plan.
Retirement financial advisor with a personalized approach. Retirement is one of the most important goals you can have. And there is no one-size-fits-all approach — it depends on your vision for this stage of your life. Discover, step by step, how your Marin Wealth Advisor draws upon the full resources and expertise of years of experience and training, to offer you a customized Retirement Financial Plan and an array of investment strategies that are tailored to your needs, time frame and risk tolerance.
Sound environmental, social, and governance (ESG) policies can strengthen a company’s business model and offer opportunities that can increase profitability and growth. The longevity of any company is tied to its commitment to environmental friendliness which often leads to reduced costs and increased efficiencies. Social considerations like fair treatment of employees and strict governance standards, such as a fairly represented Board of Directors or clearly delineated roles of shareholders and stakeholders.
Governance is commonly the most overlooked of the three ESG factors. Yet, a strong corporate governance system of principles, policies and procedures is necessary in order to resolve potential conflicts and risks inherent in a corporation. A robust corporate governance system is, therefore, essential to reducing operational risk and increase sustainability within organizations. In addition, we’ve found that a strong score in Governance positively effects Environmental and Social scores.
The tax and investment decisions around stock compensation need to be carefully analyzed on a case-by-case basis. Often, stock compensated employees attempt to do this analysis alone and end up with negative tax and investment results. Working together with our Experienced Team of Financial Planners and Investment Advisors positions you to make well planned and well executed decisions to get the most from your equity compensation.
Cash Planning – Planning for Exercising Your Stock Options. Establish a budget to save the funds needed to exercise options. Generate liquidity to pay-off additional taxes that may result from grant, exercise, or vesting. Set salary deferral targets in ESPP’s as part of an overall budget. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, and Employee Stock Purchase Plans