Wealth Management

At ACM we realize that the complexities of wealth reach far beyond investment management. We take great pride in our financial planning backgrounds and our ability to interface with each client’s accounting, legal and banking team to pro-actively plan for the future. Our client’s frequently use us to “quarterback” their financial planning team by coordinating meetings, developing processes for groups to work efficiently together and even identifying and screening new members of our clients’ wealth management teams.

In the past year we have consulted with clients in the following situations:

An executive at a Fortune 500 company with a concentrated position in the stock of a single company looking to “lock-in” their wealth and reduce or hedge their exposure.

A researcher at a pharmaceutical company with large quantities of non-qualified and incentive stock options looking to develop an exercise strategy that minimizes risk and avoids triggering major tax consequences.

A retired serial entrepreneur looking to establish an estate plan that accomplishes her philanthropic goals, takes care of her family and provides an incentive for her children to continue to work hard.