Financial Services for Executives
We understand your challenges.
As an executive, your time is precious, and managing investments can be overwhelming. The sheer complexity of investment options, coupled with the need for trustworthy advice, can leave you feeling uncertain about meeting your financial obligations and planning for the unexpected.
About Us
The Pidgeon Group of Wells Fargo Advisors has been a trusted partner for executives since our inception. Founded in 1955, we have a rich history of helping clients create and preserve financial security through independent, objective, and unbiased financial advice. Our mission is to ensure that your financial strategies align with your goals and resources, providing you with confidence and a secure financial future. We simplify and streamline investment processes, aiming to achieve solid returns on your investments. Transparency about our processes and fees, coupled with consistent and reliable performance, is our hallmark. Using our advanced investment planning software, we integrate investment planning with your overall financial goals, providing proactive management and timely portfolio adjustments. We are committed to helping you build long-term wealth and ultimate financial security.
Our Services
We offer a comprehensive suite of investment planning services designed to address the unique and complex needs of executives:
- Envision: Wells Fargo Advisors’ Envision application allows us to stress test your goals using. Read more here. (Link to Envision webpage)
- Stock Option Exercise and Sale Programs: We assist with the strategic exercise and sale of stock options to help maximize financial benefits and minimize tax implications.
- Investment Advice on Proceeds from Business Sales: Our expert advice helps you reinvest proceeds from the sale of your business to help ensure continued financial growth.
- Compliance with Internal Trading Policies: We help you navigate and comply with your company's internal trading policies to avoid conflicts of interest and regulatory issues.
- Rule 144 Sales of Restricted and Control Stock: Our team manages the sale of restricted and control stock in compliance with Rule 144 to ensure legal and financial integrity.
- Avoidance of Insider Trading Allegations: We provide strategies to avoid potential allegations of improper insider trading, protecting your reputation and legal standing.
- Management of Large Positions in Company Stock: We offer solutions to effectively manage and diversify large holdings of company stock.
- Stock Benefit Analysis and Equity Benefits Consulting: Our consulting services include detailed analysis of stock benefits and equity compensation to maximize their value.
- Access to Lending Services: We provide access to lending services through Wells Fargo Bank, N.A and affiliates. These offerings are tailored to the needs of executives, enhancing liquidity and financial flexibility.
- Liability and Liquidity Management: Our services include managing liabilities and liquidity to help ensure your financial stability and flexibility.
Our Clients
We specialize in assisting high-net-worth individuals, particularly executives in a wide range of industries including:
- Technology
- Agriculture
- Manufacturing
- Accounting
- Estate Planning
- Construction
- Financial Services
- Healthcare
- And more
Why Choose Us?
At The Pidgeon Group of Wells Fargo Advisors, we establish lifelong relationships with our clients, planning for life events that may occur over the next 20+ years. Our commitment to long-term planning helps ensure that we are always looking ahead, helping you prepare for both expected and unexpected financial challenges.
Success Stories
One of our notable success stories involved a client who was unsure about their retirement timeline. Using our advanced planning software, we demonstrated that they could retire several years earlier than they had anticipated. The client was overjoyed and relieved, knowing they could enjoy their retirement sooner than expected.
Our Process
For a detailed overview of what to expect when working with us, please visit our Onboarding webpage. Here, you can find the step-by-step process of how we begin our journey together, ensuring a smooth and comprehensive onboarding experience.Conclusion
With a legacy of excellence and a commitment to personalized service, The Pidgeon Group of Wells Fargo Advisors is your trusted partner in investment planning. We invite you to join the many families that have benefited from our expertise and dedication. Contact us today to learn more about how we can support your investment planning needs.