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High Net Worth Individuals & Executives

High income earners and high wealth individuals have different planning needs requiring expertise in many areas related to financial planning and taxation. With a Certified Specialist in Estate Planning and a CERTIFIED FINANCIAL PLANNER™ professional on staff, we are equipped to address all your planning needs including:

  • Executive compensation taxation analysis
  • Stock option planning
  • Retirement funding review
  • Deferred compensation plan development
  • Pre and post marital status issues
  • Comprehensive financial planning

"I was introduced to Shepard Schwartz & Harris by my father when I was 14 years old. Since that time and spanning several decades, my family – which includes my adult children and my brother - have come to rely on the firm for its practical advice and personal attention."