Who are you?
Trying to be all things to all people simply doesn't work. That’s why we ask – who you are?
We do our best work with these clients:
These are some of our frequent conversations:
Small business owner has been very busy growing a successful business and is now concerned about contingency planning for his family and being tax efficient.
After accumulating a targeted amount of wealth, a client is interested in pivoting toward a career that more aligns with his personal interests.
Employee of a company who gets paid significantly with company stock options (RSUs, NSOs, ISOs) needs help diversifying in a tax-efficient manner.
A high-income earner of a company suddenly finds himself too busy with his career and family and is seeking a point person to run his financial life.
A salesperson has uneven cash flow month to month or even year to year and needs help with financial planning.