* Comprehensive support and guidance for effective estate planning strategies

* Trusted guidance on tax strategies and holistic financial planning

* Insightful guidance on navigating the full scope of compensation and retirement plans

* Strategies to manage cash flow and tax liabilities

* Spearhead in collaborating with other professionals, such as estate attorneys and accountants

* Planning for education and future goals

* Personalized consultations to optimize your time and finances

* Comprehensive risk management review

* Annual reviews for open enrollment decisions

As a Partner, Principal, or Managing Director at a large consulting firm, your compensation package offers great opportunities—and it can also bring unexpected challenges, from new tax thresholds to cash flow nuances. These complexities are often heightened by increased travel demands and evolving household dynamics, especially in dual-career families balancing multiple priorities.

At YGC Wealth, we understand these unique pressures. Our Founder + Senior Wealth Advisor, Rianka, has firsthand experience with the intricacies of compensation structures for executives — as the spouse of a Principal of a large consulting firm, she knows how these changes can affect both your professional and family life.

Our white-glove, comprehensive financial planning service is designed to support executives like you, offering:

EXECUTIVE
CONSULTING

Ready to take the next step? Reach out to us at HelloExecutive@YGCWealth.com to schedule a consultation and explore how we can tailor our services to meet your needs. Let’s work together to strengthen your financial future.

Our tailored service is designed specifically for Partners, Principals, and Managing Directors at large consulting firms who are looking to simplify their financial lives and maximize their earnings. With a deep understanding of the unique challenges you face, we offer personalized strategies that align with your goals and lifestyle.

Our annual retainer, beginning at $12,000, reflects our commitment to delivering comprehensive, strategic guidance to help you navigate complex financial landscapes. This retainer is billed quarterly, ensuring steady support throughout the year. We are dedicated to empowering you with informed decision-making, future planning, and a financial strategy that works as diligently as you do.

IS THIS SERVICE
RIGHT FOR YOU?

LET'S WORK TOGETHER

Hello@YGCWealth.com
9103 Woodmore Centre Drive, Ste 167
Lanham, MD 20706