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High-Income Professionals
Executives, business owners, and senior professionals whose income, equity, and tax situation demand a coordinated strategy, not piecemeal advice.
Most advisors stop at the portfolio. We coordinate everything that actually changes the outcome, from investments and taxes to equity compensation and retirement income, into one plan instead of disconnected pieces. Led by Henry Supinski, MBA, ChFC®, a former SAP Vice President who managed his own equity compensation along the way.
RSUs, Own SAP, deferred compensation, pension elections, severance. Henry managed them as an SAP VP before advising on them.
Planning for SAP employees Local families & pre-retireesFee-only planning for West Chester, Kennett Square, the Main Line, and northern Delaware, including the PA vs. DE tax decision itself.
Try the free retirement toolsIf markets dropped 30% the day you retired, what's your income plan for year two?The question we answer before we talk returns
We deliberately limit the number of clients we work with. That's what allows us to give each one the attention this kind of work actually requires.
Executives, business owners, and senior professionals whose income, equity, and tax situation demand a coordinated strategy, not piecemeal advice.
Families navigating competing priorities like college savings, wealth building, and tax management, who want one integrated plan instead of disconnected accounts.
Those approaching or in retirement who want clarity and control over income, taxes, and legacy, not just a portfolio to watch.
The patterns we see most often: concentrated employer stock that grew faster than anyone rebalanced, deferred compensation elections made years ago without a distribution plan, retirement accounts that were never coordinated for withdrawal sequencing, and estates positioned to hand Pennsylvania 4.5% for no better reason than titling. If any of those sound familiar, you are exactly who this practice was built for.
Most advisors focus primarily on managing investments. We focus on the decisions that actually drive long-term outcomes.
Low-cost, diversified portfolios aligned to your goals, not to a product shelf or commission structure.
Roth conversions, IRMAA strategy, and tax-loss harvesting, woven into every decision, not treated as an afterthought.
A clear strategy for how and when to draw from each account, so your money lasts as long as you do.
RSUs, ISOs, NSOs, and ESPPs. Modeled, taxed, and timed so your upside actually stays yours.
Estate planning, cash flow, and business owner strategy are woven in too. The goal isn't complexity. It's clarity.
We map your full financial life: income, accounts, equity compensation, taxes, and the risks specific to you. No commitment required.
You receive a coordinated plan with the pieces that matter most: a retirement income map, a multi-year tax projection, and, where it applies, an RSU unwind plan and an investment policy statement.
We put the plan to work together, coordinating account moves, tax timing, and estate documents with your attorney and CPA so nothing slips through the cracks.
We revisit the plan as your life changes, updating tax projections, rebalancing, and adjusting your income strategy year by year.
Detailed planning guides on Roth conversions, equity compensation, retirement income, IRMAA, and more.
Your first call is 30 minutes, no pressure, no obligation. Just an honest conversation about where you are and where you want to be. Pick a time below.