Helping Business Executives Manage Financial Success

As a business executive, you have devoted countless hours and limitless energy balancing office and home life, often with little time to spare on your own financial strategy. Nemes Rush gives your personal portfolio the same level of dedication and high-level thought you offer your company.

Our team creates a personalized wealth and asset management strategy using our efficient, time-tested consultative process to evaluate your case and tailor full-picture solutions around your specific challenges and opportunities.

Between the demands of leading a company and the complex nature of your personal finances, it’s only natural to want a trusted partner offering personalized guidance on these important issues and more.

The services we can extend to corporate executives include:

Tax Planning
Estate Planning
Charitable Giving
Risk Management
10b5-1 Sales Plans
Rule 144 Executions
Insurance & Annuities
Executive Transactions
Banking & Lending Solutions
Cashless Stock Option Exercises
Hedging and Monetization for Concentrated Equity Positions

Find the straightest path toward your goals.

Form CRS
Form ADV Part 2A

Nemes Rush is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc. Raymond James & Associates, Inc. (RJA) also acts in an agency capacity for client orders in equity and option securities. Pursuant to Rule 606 adopted by the Securities and Exchange Commission, RJA is presenting certain information with respect to order routing practices by the firm during the preceding three months. Other Investor Information