The Rietano Group- Corporate Advisory Services
Our group leverages the experience of dedicated professionals to service the needs of wealthy investors. With advisors in Washington, DC, Boston, and Princeton, New Jersey, we serve families whose needs and values are at the center of our dedicated focus. Our services focus on three areas: protecting your financial independence; structuring a family legacy according to your wishes; and directing capital to reflect your values.
Corporate executives often lack the time to understand and optimize various complex forms of compensation. Decisions are made in an uncoordinated manner, and opportunities are foregone. We develop bespoke strategies to address your specific financial situation, and we coordinate the implementation of those strategies, keeping you on track to meet your goals. We have extensive experience with executives who have concentrated stock positions, SEC reporting requirements, and trade restrictions. Our goal is to simplify the financial lives of the corporate executives we advise, allowing them to reinvest their time into their businesses and families.
CEP, CFP®, CIMA®, CPFA®
CRPC™
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
