We are a wealth management team that helps high-net-worth families explore & implement strategies for better wealth outcomes, but we are a little bit different than most firms in the financial services industry...
We begin by getting you organized and your finances coordinated through our 5 pillars of holistic wealth management - Financial Planning, Asset Management, Tax Management, Protection Planning and Legacy Planning - similar to the service provided by a family office typically employed by the ultra wealthy.
As a fiduciary advisory team, we consider your entire financial picture & serve as a sounding board to make good financial decisions (and avoid the bad ones!).
We can help uncover hidden money that our clients didn't even know existed.
We implement unique investments and strategies to help you reduce or eliminate lifetime taxes.
We specialize in working with people approaching or in retirement, business owners, & affluent tech professionals with stock options and RSUs.