The Executive Benefits Guy.

​                        Peter Viliesis  

Integrated Wealth Planning for Business Owners

​​​Strategic Resources and Affiliations

Clients have access to the breadth of affiliations, resources and product providers that enhance the depth of our services. These relationships meet the highest criteria for their noted expertise, financial strength, product design, client-focused services, and reputation. This support proves to be a significant advantages in areas that include:

  • Executive compensation and equity plan design
  • Executive benefit plan administration services
  • Ownership succession and wealth preservation strategies
  • Estate planning
  • Legal review, plan documents, HR benefit consulting  
  • Insurance products including:
    • Life insurance
    • Annuities
    • Long Term Care