Our Clients

Corporate Executives

To develop an analysis and make recommendations for corporate executives, the SENSUS Wealth Management Team must not only evaluate recent tax returns, they need to examine contracts, company annual reports, company manuals, etc. It is especially important to establish:

  • 1. Compensation and Tax level

  • 2. Review of Benefits

  • 3. Size of Company

  • 4. Executive level – CEO, CFO, President, etc. (Management level)

  • 5. Promotion prospects

  • 6. Bonus structures

  • 7. Incentives

  • 8. Any unique opportunities offered by company

  • 9. Other

Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.