Our Services
Comprehensive wealth coordination designed for the way high-net-worth families actually live.
Investment Management
Customized portfolio strategies aligned with your goals and risk tolerance.
We develop and manage diversified investment portfolios designed to achieve your specific objectives while managing risk appropriately. Our approach emphasizes asset allocation, alternative investments, and active rebalancing.
Executive Compensation Planning
Optimize the value of RSUs, stock options, and bonus structures.
We help executives understand and maximize their compensation packages. From concentrated stock positions to executive benefits, we coordinate the timing and strategy of your compensation to minimize taxes and align with your overall financial plan.
Tax Strategy
Integrated tax planning coordinated across all aspects of your wealth.
Tax efficiency isn't an afterthought—it's built into every recommendation. We coordinate income timing, charitable strategies, and business decisions to minimize taxes while keeping you on track to your goals.
Retirement Planning
Comprehensive income strategies for a retirement aligned with your vision.
We model various retirement scenarios, accounting for Social Security optimization, pension decisions, and portfolio withdrawal strategies. Our approach ensures you have the income you need while preserving wealth for legacy goals.
Estate Planning Coordination
Seamless coordination between investment, tax, and legal strategies.
We work closely with your estate planning attorney to ensure your investment strategy, tax planning, and legal documents all work together. This coordination saves significant taxes and ensures a smooth transition for your heirs.
Advisor Coordination
We serve as your Personal CFO, coordinating across all your advisors.
Too often, advisors work in silos—creating conflicts and inefficiencies. We take on the role of Personal CFO, ensuring your investment advisor, CPA, attorney, insurance agent, and business advisor all work from the same playbook.
How We Work With You
Discovery
We listen deeply to understand your goals, concerns, and current situation.
Analysis
We conduct a comprehensive analysis of your entire financial picture.
Strategy
We develop an integrated strategy that coordinates all aspects of your wealth.
Execution
We implement recommendations and coordinate with your other advisors.
Transparent, Fee-Only Pricing
As a fee-only advisor, we charge based on assets under management or advisory services rendered. We have no commissions, no product sales incentives, and no conflicts of interest. Our only incentive is to act in your best interest.
For a detailed fee schedule and to discuss your specific situation, schedule a private briefing.