facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Clients

Empowering Employees & Pharmaceutical Executives

To Make Healthy Decisions About Their Wealth

Combined, we possess over a quarter of a century experience working with pharmaceutical employees. Our founder, Mike, has been a guest speaker at Merck events teaching thousands of Merck employees how to leverage their benefits to build wealth.


Does This Sound Like You?


 

Pharmaceutical
Executives

 

Pharmaceutical Executives

Most of your wealth is derived from your employment. Traditional compensation (salary), qualified and non-qualified pensions, 401(k), long term incentive (LTI), deferred compensation, stock retention and trading rules, flex benefit and more all require specialized planning to fully integrate into your financial plan. Understanding and optimizing these benefits leads to improved financial security and success. Pharmaceutical executives and professionals are in high demand - we have assisted many executives navigate outside employment and consulting opportunities. Unlike your friends and family working in other industries, this level of complexity requires an experienced advisor who’s able to effectively evaluate and assist in negotiating these potentially life-altering opportunities.

 

Pharmaceutical
Retirees

 

Pharmaceutical Retirees

You’ve been a loyal employee for years, and you’ve spent a career building and managing your wealth. As you near retirement, you’re faced with navigating uncharted territory including Social Security, Medicare, Retiree Health Insurance, income taxes and the need for steady retirement income. We’ll incorporate your unique employer-sponsored retirement benefits into the rest of your retirement plan to help make sure you’re enjoying a retirement of financial freedom you’ve worked so hard to earn.


 

Other Professionals & Spouses

 

Other Professionals & Spouses

You may be a spouse of a pharmaceutical employee who’s successfully enjoying a career in a different occupation. We believe wholeheartedly that for every pharmaceutical employee we serve, there is an equally important partner. We can help you and your spouse understand the differences in your compensation and benefits, as this can often lead to unique planning opportunities.

quote mark Upper Gwynedd, PA MRK Wealth Advisors

Success is when you have what you want.
Happiness is when you love what you have.

- Michael S. Clouse

Ready to See What We Can Do For You?

Integrating our unique expertise with financial planning, employee benefits and tax planning, we guide you toward financial prosperity.

Discover How