Location

Austin, Texas - United States

Industry

---

Bio

Are you a Founder or Executive of an early stage company or closely-held business? Anxious about optimizing your equity compensation (restricted stock, options) or designing a succession plan? Overwhelmed by the other pieces of your financial puzzle (taxes, trust planning, investments, kids college)? Looking for an advisor to help you along the journey toward retirement? I have more than 15 years of investment and capital markets experience including public equity research, alternative investment management and comprehensive wealth management for high net worth individuals, entrepreneurs and closely held business owners. My team and I take a holistic, customized approach to advising clients on all aspects of their financial picture incorporating their investment portfolios, taxes (income and estate), and family specific dynamics.

---

I am good at

What We Do The Whitfield Group's primary focus is to help our clients discover, design and execute a wealth management plan centered around their most important goals. How We Do it We do this by developing a deep understanding of our clients through an iterative discovery process that drives the plan from vision to legacy.

---

Skills and Expertise

- Equity compensation planning: Restricted stock Compensatory stock options - Wealth estate and succession planning strategy and design - Goals based custom portfolio design and investment management