Wealth and Retirement Solutions for Corporate Employees
Proudly Supporting Professionals from These Companies
Wealth Management and Retirement Solutions – Designed Specifically for Corporate Employees
Our suite of wealth management services and retirement planning solutions is designed with a goal to develop your financial health to become as strong and resilient as the organization you work for. We help employees navigate the complexities of stock options, pensions, bonuses, and other key financial components that make up a sound retirement plan. Our tailored services are designed to nurture the wealth that works as hard as you do, including:
Benefits Beyond the Breakroom
Making the Most of Employer Benefits, Bonuses, and More
The effective management of critical financial components, such as stock options, pensions, bonuses, and other executive compensation packages, directly impacts your enjoyment of retirement. We assist in aligning these aspects seamlessly with your retirement goals. Built with the understanding of the intricacies of your corporate benefits, our services help you utilize your take-home pay to achieve your long-term financial goals.
Tailored Solutions
Specialized Advisors
Holistic Approach
A Sampling of Educational Resources Tailored to Our Corporate Employee Clientele
Are You on Track for Retirement? A Webinar for Employees of the 3M Company & Solventum
Retirement planning can be complex for employees of 3M and Solventum, especially when navigating pensions, 401(k) plans, and company-specific benefits. In this video, we…
Read more →Maximizing Your 401(k) and Other Workplace Retirement Plans
Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice.…
Read more →Your 401(k) and Other Workplace Retirement Plans
Beacon Pointe works closely with clients to their 401(k) and other workplace retirement plans help allow them to live their best retirement life by…
Read more →Connect with an Advisor
We are here to help you achieve your retirement goals and objectives. If you are looking for a trusted advisor, please contact us.
Specialized Wealth Management for 3M and Solventum Employees
3M and Solventum employees often encounter unique financial planning considerations related to equity compensation, stock options, retirement benefits, executive compensation, tax planning, and retirement readiness. Our team works with employees and executives across all stages of their careers to help them better understand the financial opportunities and complexities associated with their workplace benefits and long-term goals.
Through personalized wealth management and planning services, we help clients evaluate important financial decisions, coordinate multiple aspects of their financial lives, and navigate periods of transition with greater clarity and confidence.
What 3M Employees Should Know About NUA and Company Stock in a 401(k)
If you’ve spent a long career at 3M and built up company stock inside your 401(k), there’s a tax strategy worth knowing about. It’s…
Read more →Non-Qualified Stock Options: Key Planning Considerations for 3M Employees
Non-qualified stock options (NQSOs) can be one of the most valuable components of a compensation package. They create the opportunity to participate directly in…
Read more →3M Stock Concentration Risk
A Note to 3M Employees with Concentrated Stock Positions If you’ve built a $1M+ position in 3M stock, it likely didn’t happen overnight. It…
Read more →Important Disclosure: All investments involve risk and are not guaranteed. Consult with a tax professional before implementing any investment strategy.