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Who We Serve

Corporate Executives

We are distinctly qualified to work with corporate executives. Why? Because we have experience from two entirely different perspectives.

First, we have real life experience working as corporate executives, so we understand how difficult it can be to find the time to give your personal situation the attention it deserves.

Second, we have extensive experience providing financial advice to executives. Since 2008, we have specialized in serving individuals at all levels from middle management through presidents and CEOs. Additionally, we have worked with clients from numerous industries and geographical regions—from coast to coast.

Why be something for everyone when you can be everything for someone?

Our comprehensive experience allows us to be knowledgeable about issues such as concentrated stock positions, short and long-term performance bonus plans, and nonqualified deferred compensation arrangements. We stay abreast of new developments in the area of equity compensation. We work closely with company benefits departments in order to understand all of your benefit plan features and options.

In your professional life, you surround yourself with a team armed with the knowledge and experience to help carry out your company’s vision. Why should your personal life be any different? When you partner with River Glen, you work with a specialized team equipped with the experience and know-how to help you achieve your vision for personal success.

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