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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

Thomas E. Lieser, Jr., CFP

Managing Director/Investments; Branch Manager

Leigh Gage

Leigh Anne Gage, CFP

Senior Vice President/Investments

Tom Awadalla

Tom L. Awadalla, CFP

Senior Vice President/Investments

Stuart Swift

Stuart Swift, CFP

Client Relationship Manager

Joseph Lieser

Joe Lieser, CFP

Client Relationship Manager

Suzi Otte

Suzi Otte

Client Service Associate

Kami Brown

Kami Brown

Receptionist

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

Financial Advisor having meeting with client at a coffee table

Retiree Roundtable

Thursday, August 25, 6:00 PM - 7:30 PM

Please join us for an informative eventwhere you will learn about:

  • Lifestyle changes in retirement
  • Planning best practices
  • How to make a successful transition to your “next act”
  • Advice for new retirees
  • Q&A
Dinner will be served.

Financial Advisor sitting at his desk, doing a calculation on a calculator while holding his phone.

Retiree Tax Planning Strategies

Thursday, September 8, 6:00 PM - 7:30 PM

Please join us for an informative eventwhere 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

Dinner will be served.

Business man working out problem on calculator

Retiree Tax Planning Strategies

Thursday, September 22, 6:00 PM - 7:30 AM

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

Dinner will be served.