Individuals and Families
Insights From Your Trusted Team
Summer has arrived and we are diving into quarterly meetings with clients and enjoying some time away with our families. As you get together with your loved ones over the summer, please keep Fiducient Advisors in mind. We believe our consultants are experts in helping facilitate conversations amongst families, recent examples include:
- How to engage the next generation in managing and thinking about wealth
- How to transfer a family property so it will be preserved for future generations
- How can my family invest in crypto currency
We are here to help! Please reach out to us if we can be helpful in managing your family’s wealth.
New Clients: Several new families joined our 400 other Fiducient Advisors’ families in the first half of the year. As a growing firm, we appreciate your referrals and continued investment in our success.
We appreciate the trust you have placed in us and look forward to an exciting second half of the year. Please don’t hesitate to reach out to any team members at The Wealth Office® if there is anything we can do to support your family.
Insights & Perspectives
How to Maximize Your Employee Stock Options
Is your role changing or were you recently promoted? Are stock options part of your new compensation package? If you answered ‘yes,’ this is no surprise. More and more companies are granting employee stock options (ESOs) to rank and file employees within compensation packages. ESOs can be a useful tool to attract, retain and motivate employees by… Read More >
Executive Compensation – Five Costly Mistakes
In a recent study completed by the National Institute on Retirement Security, more than half (55%) of all Americans are concerned they cannot achieve financial security in retirement.1 With pending questions and consternation regarding social security benefits, it is increasingly necessary to develop a rock-solid gameplan. Highly compensated executives may have further considerations when it comes to wealth planning and post-work life retirement, particularly if… Read More >
Tips Tuesday Video
Ben Van Zoest, Consulting Analyst, provides an insightful overview into some of the key components of a severance package.
Advisor Spotlight
Meet Sandra Sergiyenko, Senior Manager of Client Services for The Wealth Office®
As our clients continue to expand, we are excited to introduce our team members who keep things running behind the scenes.
What is your greatest career accomplishment in your time at Fiducient Advisors?
Navigating through our firm’s merger to integrate our teams, while starting my new position as a manager and working 100% remote. I gained many new responsibilities that challenged and humbled me. I had to reframe my approach within these responsibilities, as I was now looked up to as a leader. This also included hiring and training many new individuals remotely and having a successful onboarding, in order to integrate them seamlessly within our processes and clients.
What is the best thing about working at Fiducient Advisors?
The people, especially the TWO® Client Service Team I work with on a daily basis. I have witnessed tremendous growth within each individual and I am extremely proud to work alongside them. They have taught me patience, active listening, compassion and a sense of community. We work efficiently together yet everyone has the freedom and flexibility to work independently to service our clients with the highest standard of care.
What do you like to do when you are not at work? Any interesting hobbies or volunteer organizations you might work with?
I am a big advocate for mental and physical health. I listen to a variety of podcasts and audio books to help strengthen my mind, regulate my emotions, and build resilience, in addition to physical health which includes strength training, walking, hiking, and snowboarding.
What does a typical workday look like for you?
This looks like a delicate balancing act between servicing clients, being available for the TWO® Client Service Team (located in different time zones) and working on firm initiatives. In addition to ongoing internal projects within a variety of different departments, each day always brings something new and it is exciting to navigate through it all.
For more information on our research or investment consulting services, please click here to contact us.
Sources:
1National Institute on Retirement Security: Americans’ View of Retirement. February 2024.
