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The Executive Wealth Consulting Team

We're Here to Help

Addressing the Unique Needs of Executives and Their Families

Our process was built to help you face challenges by virtue of your pay structure. With complicated equity award packages – as well as potentially complex tax consequences – you deserve specialized guidance. We have developed a number of strategies to help you build and protect wealth through personalized, year-round planning.

Schedule a Consultation

About Stifel and Executive Wealth Consulting Group

Executive Wealth Consulting Group

Tom Lieser

Tom Lieser, CFP

Managing Director/Investments

Leigh Gage

Leigh Anne Gage, CFP

Sr. VP/Investments

Tom Awadalla

Tom L Awadalla, CFP

Sr. VP/Investments

Stuart Swift

Stuart M Swift, CFP®

Client Relationship Manager

Joseph Lieser

Joe P Lieser, CFP

Client Relationship Manager

Laura Shaefer

Laura Schaefer

Client Relationship Manager

Suzi Otte

Suzi Otte

Client Service Associate

Kami Brown

Kami Brown

Client Service Associate

Grant Dumler

Grant Dumler, MBA

Client Service Associate

P&G Buildings

Serving P&G Employees

Our customized strategies can help you make informed decisions as you approach retirement.

Our Team

Serving C-Suite Executives

We specialize in helping you develop a comprehensive, cohesive financial strategy that fits your unique needs.

Serving Business Owners

We help small business owners develop financial strategies and achievable goals.

YOU'RE INVITED

Events hosted by Executive Wealth Consulting Group

Retiree Tax Planning Strategies

Tuesday, December 7, 6:00 PM - 7:30 PM


Please join us for an informative event where you will learn about:

  • Appreciated stock gifting strategies (Donor-Advised Funds)
  • Managing capital gains and the 0% tax bracket
  • Custom retirement plans for consulting income
  • Tax-effective retirement income planning
  • When to convert to a Roth IRA
  • Diversification strategies in the profit sharing trust

Man doing taxes

Retiree Tax Planning Strategy Seminar

Thursday, January 27, 6:00 PM - 7:30 PM

Please join us for an informative event where you will learn about:

  • Appreciated stock gifting strategies (Donor-advised funds)
  • Managing capital gains and the 0% tax bracket
  • Custom retirement plans for consulting income
  • Tax effective retirement income planning
  • When to convert to a Roth IRA
  • Diversification strategies in the profit sharing trust