Our Clients
210-735-4000
8000 IH 10 West, Suite 1500
San Antonio, Texas 78230
How may we serve you?
SENSUS Wealth is dedicated to transforming wealth management for the benefit of investors by serving clients with a common sense approach. In addition to our value and experience, we employ the most advanced technology available within the industry to provide and monitor solutions to life’s planning issues now and in the future!
Corporate Executives
To develop an analysis and make recommendations for corporate executives, the SENSUS Wealth Management Team must not only evaluate recent tax returns, they need to examine contracts, company annual reports, company manuals, etc. It is especially important to establish:
1. Compensation and Tax level
2. Review of Benefits
3. Size of Company
4. Executive level – CEO, CFO, President, etc. (Management level)
5. Promotion prospects
6. Bonus structures
7. Incentives
8. Any unique opportunities offered by company
9. Other
Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.