How We Grow Your Personal Wealth
Whether you’re just starting your first job in tech, or you’re an executive trying to optimize your assets, we have a variety of services tailored to meet your goals.
Snapshot of What We Do
Comprehensive Financial Planning
- Financial Goal Setting & Analysis
- Retirement Planning
- Budget & Cash Flow Analysis
- Employee Benefits Optimization
- Savings Strategy
- Debt Management Strategy
- Education Strategy
- Managing Crypto
- Strategic Roth Conversions
Investment Management
- Bespoke Investment Strategy
- Diversification & Risk Management
- Focus on Low-Fee Investments
- Strategic Rebalancing
- Active Tax Loss Harvesting
- Consolidation of Investment Accounts
- Tax-Efficient Direct Indexing
Equity Compensation
- Defined Sell/Exercise Plan
- Tax Mitigation Strategies
- Hedging Strategy
- 83(b) Analysis
- Wash Sale Management
- QSBS Analysis
We’ll help you navigate the nuances of your equity compensation, ensuring you have a plan to maximize value and achieve sufficient diversification.
Estate Planning
We advise on trust structuring strategies that can help mitigate taxes on your equity compensation.
In addition, all clients receive a complimentary estate plan through Trust & Will – covered by us!
For more complex needs, we work closely with your estate attorney to ensure you have the right plan.
Other Benefits
- Track your net worth in one place
- Help analyze job offers/changes
- Crypto tax recommendations
- Tax-efficient direct indexing
- Access lines of credit at preferred rates, collateralized by investment portfolio