What’s On Your Mind?
Find the strategies to your key questions
What should I do with my equity stock awards? Am I over-concentrated with my risk?
Am I on the right track to reach my goals and leave the legacy that I want?
If something were to happen to me, will my family be able to put everything together? What about my trust and estate planning?
Are my investments suitable to meet my household goals? Are they Tax-efficient? Is everything working efficiently together?
How We Help
Our Independence, Your Advantage
With substantial wealth comes a world of possibilities and a heightened intricacy of choices—especially when considering those you select to be stewards of your financial and personal aspirations. While the prudent management and growth of your assets are paramount, crafting a legacy and the liberty to pursue your most cherished objectives is equally as essential.
Our Areas of Expertise
Don’t settle for cookie-cutter advice
Our mission is to help individuals, families, and business owners pursue
their financial goals by making prudent, tax-efficient financial decisions
and minimizing costly money mistakes.
- Asset Management
- Retirement Planning
- Asset-based lending
- Cash-flow Planning
- Executive Compensation Arrangements
- Working with other financial professionals
- Foundation and Endowment Guidance. Donor Advised Funds
- Tax Planning & Tax-Efficient Strategies
- Advanced Estate Planning
- Risk Management
- Business Financial Planning
- Equity compensation, such as RSUs, ESPPs, ISOs, NSOs, and more
Our Financial Planning Process
Together, we’ll explore your opportunities and choices to develop a truly personal approach to your financial and personal aspirations. You’ll not only gain strategies with the goal of helping you grow and preserve your assets, you’ll also gain personal financial management for leaving behind a legacy-- you can positively impact what inspires you today and for generations to come.
Introduction
Before we get into crunching the numbers, we want to get to know each other through a 30 min introduction phone call, followed by a consultation session.
Before we get into crunching the numbers, we want to get to know each other through a 30 min introduction phone call, followed by a consultation session.
Assessing Your Goals and Finances
We begin by working with you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
Developing your Plan
We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs. We use sophisticated tools that can generate comprehensive financial planning analytics—calculating cash flow projections, modeling “what-if” scenarios, and advanced tax projections.
Implementing and Monitoring Your Strategy
Once we have determined the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
Who Could Benefit From This Plan?
We provide the most value to people who:
Individuals planning for or nearing retirement.
People faced with a major financial decision due to divorce, retirement, death, inheritance, major promotion, or lifestyle change.
Households who receive equity compensation from their employer.
People who like to leverage other people’s expertise.
Schedule Your Complimentary
Wealth Review
Free up your time with a creative, personalized wealth
management plan you can feel confident about
