Business Owner
Corporate Executive
Professional Athletes & Artists

Business Owner

Make your business the foundation for your future

The right advisor can help you solidify your business as a source of current income and future financial security. Stem Capital can help business owners with multiple issues:

  • planning the sale of your company
  • minimizing tax risk
  • developing a succession plan
  • building an investment strategy
  • creating an estate plan
  • preparing the next generation of owners

A well-planned strategy can help you leverage your success to create opportunities and financial security. We will recommend a reliable structure to provide for you, your family, and generations to come.

Corporate Executive

Meet your objectives with our proven strategies

We understand that your career affords you little time for managing your finances. At Stem Capital, we will work with you to navigate the intricate compensation packages and personal financial issues specific to corporate executives. We will recommend an integrated financial plan that is designed to meet your needs today and well into the future.

Stem Capital’s financial professionals can help corporate executives address cash flow and liquidity needs. We provide consultation on a diverse range of objectives:

  • single stock concentration
  • retirement planning
  • insurance and risk management
  • investment management solutions

Our strategies address all stages of life. We can create a tax-advantaged wealth transfer plan and address your concerns about your financial future.


As a professional in a successful practice, your time is valuable. Stem Capital can work with you to manage complex compensation packages and address personal financial issues. We will create a strategic financial plan to meet your needs today and well into the future.

We can also provide assistance for your practice, such as an asset protection strategy to shield your personal finances from litigation. We can make recommendations regarding working capital, commercial real estate, equipment and expansion solutions, and more.

Benefit from an advisor who understands the risks and rewards of your profession and can provide financial services that are tailored to your life and practice.

Professional Athletes & Artists

We recognize that the career spans of many professional athletes and artists are relatively short, and income is often volatile. We will work with you and your other advisors to create a well-designed financial plan to convert your earnings into a lifetime of financial security for you and your family.

Our experienced professionals have a thorough understanding of the financial issues you face today. We also understand that after this phase of your career is over, your needs will evolve to meet new challenge. We take the time to listen so that we can provide in-depth insight and a plan that is foundationally solid yet flexible.