Who we help

You'd be a great fit if you're looking for an advisor who is experienced with tax planning in retirement or equity compensation

Busy Professionals

You are saving for goals like retirement, children’s college, leaving a legacy and/or taking care of aging parents
You worry about missing opportunities to grow wealth or save taxes
You have questions about your equity compensation
You have been surprised by a high tax bill
You wonder if your level of spending conflicts with your larger financial goals

You wonder which accounts to withdraw from first
You want to review tax planning strategies such as Roth conversions or planning for RMDs
You want to plan for rising healthcare costs in the future
You question your investment strategy
You want to travel more and spend time with the grandkids.
You are not certain if you saved enough to retire, or how much to draw from your portfolio

You work for a startup or publicly traded company and receive part of your compensation through equity (RSUs, stock options, or an ESPP).
You work long hours and are an expert in your field.
You worry about the tax consequences of equity vesting, exercising stock options, or selling company stock.
You've been surprised by a large tax bill
You want to know your options for reducing your tax liability.
You have too much wealth in employer stock and want to explore strategies to diversify in a tax-efficient manner.
You want to make the most of your equity and employee benefits.
You're facing a tender offer, acquisition, IPO, or other liquidity event
You are building wealth for long-term goals like buying a home, achieving financial independence, or retiring comfortably.