Four Seasons Wealth Management Offers New CPA Collaboration Platform for Employee Stock Option Planning

Share Article

Wealth management firm offers new platform for clients to collaborate with their CPAs on employee stock options

News Image
clients needs all hands on deck

Independent wealth management firm, Four Seasons Wealth Management, has announced a new platform which will allow their clients to collaborate with their CPAs for mutual employee stock option planning strategies. The platform is unique to Four Seasons and utilizes online tools for professional collaboration.

"Equity compensation can be complex, so our clients needs all hands on deck," says Jaymee Andree, an employee of Four Seasons who oversees the platform. "When you're dealing with tax planning, investment planning and stock option planning, clients want all of their advisors to work as a team," she says.

Four Seasons is offering this platform without charge to existing clients and their CPAs. The firm hopes to further position themselves as experts in the area of employee stock options and equity compensation. For more information, interested parties may visit http://www.EquityAwards.com.

About Four Seasons Wealth Management
Four Seasons Wealth Management is a 100% independent wealth management firm with locations in St. Louis, MO and Naples, FL. We take a team approach to managing wealth and focusing on long-term goals. With specialties in areas such as equity compensation planning, we take pride in our work and deliver an exceptional experience to our exceptional clients.

Securities offered through LPL Financial member FINRA & SIPC. Investment advice offered through RFG Advisory Group, LLC, a registered investment advisor. RFG Advisory Group, LLC and Four Seasons Wealth Management are separate entities from LPL Financial.

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

Jaymee Andreee
Visit website