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I want to:

  1. Reduce my taxes.

  2. Optimize my assets.

  3. Preserve my legacy.

  4. Enjoy life!

Sound like you?

Our typical clients include:

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Business Owners

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Executives and Equity Compensated Employees

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Divorced or Widowed

 FAQs

  • We start every relationship with a financial plan, priced according to complexity of your current financial situation, as well as your vision and goals.

  • Most people do not understand that their financial partner should provide so much more than just an investment statement.

    Our clients receive an always-on bespoke relationship and unique portal, where we visualize the impacts of financial decisions, and adjust our plans as necessary.

  • Most of the clients referred are driven leaders, who are hardworking and accomplished in their field, and love to win at everything they do.

    They are ready for the next level of client love and service - that includes all aspects of wealth and tax management in one boutique offering.

    We are active wealth and tax managers, and are best suited for those who have at least $1mm in assets.

  • My clients do not want to be TOLD what to do. They want to understand and participate in the process. They want help building their confidence and feeling more in control of their future. I’m honored to educate and empower my clients, sans jargon or confusing lingo.

  • My clients typically share three concerns:

    1. Am I shrinking my taxes?

    2. Am I optimizing my assets?

    3. Am I preserving my legacy?

  • Yes! I love helping my clients create wealth and tax plans that align with their values. This includes ESG (environmental, social and governance) and Impact investing. This is even more important now with our current administration.

  • Please book a complimentary initial consult (phone/zoom). We’ll get to know each other, discussing your goals, vision and values. If we’re a mutual fit - we’ll quote you an initial planning fee.

  • The more I know about you the better. We’ll have multiple conversations (phone/zoom/live) in a short span as we on-board you to your bespoke financial portal, and create your financial plan. After plan implementation, we’ll speak at least semi-annually. We are also always available for quick phone or email checkins - and our team is available as needed.

  • If you are a current client, I'm happy to accommodate your needs for meetings. Just ask!

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