We help busy executives with tax planning around equity compensation; portfolio strategies for concentrated stock positions; review of compensation packages; and planning for career shifts.

We help business owners navigate liquidity events, develop tax-efficient income planning, confirm business valuation, and align income against liabilities.

We help individuals and families develop smart strategies for education funding, charitable giving, estate and legacy planning, and retirement income. We also have expertise in life transitions such as career change, divorce, job loss, and death of a spouse.

We believe in holistic wealth management and work closely with you to optimize your income and budget, invest for retirement, save for college and work toward your financial goals.

As an independent Registered Investment Advisor, we are agnostic with regards to investment selection. We choose investments that are in our clients’ best interest and align with their values.

We work with organizations to align their assets and investments with their organizational mission, ensuring that portfolios are invested according to liability and funding requirements.

We work with your agents, tax advisors, and business managers to coordinate all issues protecting your capital and growing it for generational wealth.

We work with your team to coordinate wealth management, insurance needs, and liquidity planning and have expertise in the sale of music property rights.

In today’s competitive talent market, compensation has become more complicated. We help clients analyze, compare and negotiate complex compensation and benefit packages.

Our deep expertise makes us a trusted partner for families seeking help with estate planning, long-term care guidance, legacy planning, family business succession, and charitable giving.