Helping you Take Charge of Your Financial Future

As an executive, your financial life is complex, balancing compensation packages, equity plans, and long-term goals. At SilverTree Wealth Partners, we provide customized financial strategies and comprehensive wealth management services to help you make confident, informed decisions at every stage of your career.

Your Partner for What Comes Next

As a corporate executive, you’ve spent years leading your organization, yet your own financial life can be just as complex. Many executives hold concentrated positions in company stock, tying a large part of their net worth to a single employer. At SilverTree Wealth Partners, we help you plan for what’s next by creating strategies to diversify, reduce risk, and prepare for life beyond the boardroom.

We guide you through:

Diversifying concentrated stock positions with tax-efficient strategies
Hedging and risk-management tools, including options when appropriate
Direct indexing for personalized, tax-aware portfolio construction
Building a long-term plan that transitions your wealth beyond your company

From managing equity compensation to preparing for retirement, we help you take the same control of your financial future that you’ve taken in your career.

Managing Concentrated Stock with Confidence

We provide customized strategies to help you manage concentrated equity positions while maintaining flexibility, reducing risk, and supporting your long-term goals:

Hedging Strategies: Reduce single-stock risk through tailored hedging techniques.
Monetization Strategies: Create liquidity without immediately selling your shares.
Tax Diversification: Minimize tax exposure using exchange funds and unrealized-appreciation planning.
Income Opportunities: Enhance cash flow by selling call options when appropriate.
Tax-Efficient Gifting: Support meaningful causes through charitable remainder trusts and gift annuities.

Each strategy is designed to balance growth potential with prudent risk management. SilverTree Wealth Partners helps you preserve your wealth and align your equity holdings with your broader financial plan.

≈ 2.50 Billion+*

In client assets. Trusted by clients who value strategy and results. *As of 11/12/25

100+

Years of collective experience in providing strategic solutions

Finance professionals knowledgeable to create innovative solutions.

Customized Management of Concentrated Stock and Equity Awards

At Silvertree Wealth Partners In Tucson, we help executives develop customized strategies to balance opportunity and alleviate potential risk. Our team works with you to:

Evaluate vesting schedules, holding requirements, and diversification needs
Create a tax-efficient plan for exercising stock options or selling shares
Manage restricted or vested stock while reducing concentration risk
Coordinate with your tax and legal advisors to ensure compliance and maximize after-tax value

The result is greater flexibility, reduced exposure, and confidence knowing your wealth is working for you, not tied to a single source.

Wealth Management For Corporate Executives Near Me

Explore Services

We offer financial guidance for every place where your money and your life intersect.

Legacy Planning

Risk Management

Education Planning

Banking & Lending

Retirement Planning

Wealth Management

Partnering With You Throughout Your Journey

With over 80 years of combined experience, Silvertree Wealth Partners in Tucson, AZ is dedicated to building lasting relationships grounded in trust, transparency, and a deep understanding of your financial goals. Our broad expertise across many facets of the financial industry enables us to confidently manage complex situations and significant levels of wealth, providing you with guidance and support at every stage.

Learn About Us

Wealth Planning For Your Financial Goals

Let’s See Where You’re Going Next!

Book your consultation today. We take a no-pressure, no-obligation approach so you can explore your options comfortably and confidently.

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Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification does not guarantee a profit nor protect against loss.

Selling a call option provides an upfront premium that increases current yield on the stock position. Investors receiving immediate liquidity and are hedged to the extent the premium received, but at a significant downside price risk, and forfeit appreciation above the call strike. Options involve unique risks, tax consequences and commission charges and are not suitable for all investors. When appropriate, options should comprise a modest portion of an investor’s portfolio. Prior to making any options transactions, investors must receive a copy of the Options Disclosure Document which may be obtained from your financial advisor, from the occ.com/about/publications/character-risks.jsp or by contacting Raymond James at 880 Carillon Parkway, St. Petersburg, FL 33716. Supporting documentation for any claims (including any claims made on behalf of options programs or the options expertise of sales persons), comparison, recommendations, statistics, or other technical data, will be supplied upon request.

Please be aware that there may be substantial fees, charges and costs associated with establishing a charitable remainder trust. These policies have exclusions and/or limitations. Guarantees are based on the claims paying ability of the issuing company.

A fixed annuity is a long-term, tax-deferred insurance contract designed for retirement. It allows you to create a fixed stream of income through a process called annuitization and also provides a fixed rate of return based on the terms of the contract. Fixed annuities have limitations. If you decide to take your money out early, you may face fees called surrender charges. Plus, if you’re not yet 59½, you may also have to pay an additional 10% tax penalty on top of ordinary income taxes. You should also know that a fixed annuity contains guarantees and protections that are subject to the issuing insurance company’s ability to pay for them.

Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.