Make a Plan
Knowing all of your assets are aligned
At Peach Financial Service Group, we will work with you and your trusted advisors to make sure all aspects of your wealth are working together to support your vision.
By taking the time to understand what’s most important to you, we can properly evaluate your plan and implement effective wealth management strategies aimed at the outcomes you desire.
Our commitment to you and your plan doesn’t end there. We’ll continually monitor progress toward your goals and make proactive recommendations to ensure you’re on track. Like your life and your needs, your wealth plan is always evolving.
Comprehensive Equity Solutions for Any Stage of Growth
Equity Compensation
With our innovative platforms, Equity Edge Online® and Shareworks, we provide cutting-edge stock plan administration solutions that help streamline equity management and provide powerful audit-ready reporting and insights alongside customizable participant experiences to engage your employees.
Private Market Solutions
Our suite of equity products are designed for the unique needs of innovative private companies. From start-up to mature companies, we provide solutions and innovative technology to help manage your cap table, generate 409A valuations, run tender offers, access compensation benchmarking data and more.
Executive Services
We have a dedicated team that provides your company's officers, directors, and other key employees with comprehensive and customizable solutions for selling their stock, while helping them and your company navigate the complex landscape of insider trading regulations and reporting requirements.
Global Intelligence
Leverage a fresh approach to due diligence and transform the way you manage the complex world of global equity plans. The easy-to-use online database of legal and international tax regulations spans more than 170 countries and is updated regularly by a network of global law firms.
Advanced Solutions
We provide specialized solutions when your company is experiencing a difficult challenge with your current equity plan, including automated efficiencies, data-led solutions and optimized engagement support from administration to reporting.
Designated Brokerage Services
We help you monitor employee trading activity to align with internal and regulatory requirements.
