Wealth Management Is About More than Money
As comprehensive wealth and tax planning professionals, we help you get a handle on your entire financial life. What makes us unique is our expertise in equity award planning and in-depth tax matters, along with our individualized approach. We go far beyond asset management into big picture stuff, like values, relationships, and lifelong dreams.
Our clients gladly delegate the implementation and monitoring of their investment portfolios to us. In return, they save time and receive rational, disciplined, fiduciary guidance to make smart financial decisions.
We manage the day-to-day activity in our clients’ portfolios, keeping asset allocations in line with objectives and a sharp eye on the tax consequences of our actions. For example, we only sell a holding if we believe the benefit outweighs the tax cost.
The Alphabet Soup of Equity Awards
For entrepreneurs, preservation of wealth after an IPO, acquisition, merger, or other liquidity event is a huge challenge. And employees can spend entire workdays trying to make sense of stock options, ESPPs, RSUs, and other valuable but often mystifying equity awards.