Corporate Executives

Gruver Wealth Management of Wells Fargo Advisors understands the challenges faced by corporate executives. We strive to meet your unique needs and goals by providing integrated, multi-disciplinary solutions crafted by our team of experienced professionals.

Through this process, we provide a comprehensive analysis of your overall financial picture – including optimizing the value of your compensation package and corporate executive benefits – and can help you identify and implement the appropriate solutions, services, and strategies for your situation. We assist our corporate executive clients with the following:

Stock option planning
Restricted and control stock planning
Wealth Planning
Professional risk advisement
Liability management
Liquidity strategies

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, IA, IL, MA, MI, MN, MO, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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