A Specialization in High Net Worth Clients
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Craig has spent his career serving attorneys, lobbyists, entrepreneurs, business owners, and surviving spouses. He understands your particular set of challenges, such as how to plan around the vesting schedules of equity compensation or how to gain tax benefits from charitable planning.
A Smaller Firm with Personalized Attention
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Beden Wealth Management is not a large financial corporation. Craig and his expert team devote greater resources to a smaller client list. This allows you access to the personalized attention needed to integrate your many assets and help grow your high-wealth portfolio.
Customized Solutions
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Larger financial firms are often only able to offer one-size-fits-all solutions, but your goals are not one-size-fits-all. They're unique, which is why you've been successful. Success requires detailed care and the ability to reinvent and strategize. Beden Wealth designs customized wealth management opportunities for each individual client.
A Goal-Oriented Outlook
As an affluent professional, you will likely have a goal-oriented outlook on life, and keep your eye on the prize. Craig and his team share your vision for meeting life's challenges head-on and concentrating on developing innovative investment strategies that consistently yield results.
An In-House Compliance Department
The entire staff at Beden Wealth Management is dedicated to ensuring compliance with all federal and state laws, rules, and regulations surrounding investments and estate planning. Each member of Craig's team is committed to integrity in their role every day. The proof is in their resulting excellent record of compliance.
An Unsurpassed Focus on Equity Compensation Planning
Many executive-level clients have non-cash compensation assets in their portfolios, such as company stock and equity options. Craig has set the bar in the field of equity compensation planning and focuses on how to design strategies to help develop the growth potential of these assets, including concentrated stock or non-qualified stock.