What We Do
Our Clients are...
On-the-go, on their devices, and seek current information at their fingertips, so we have built our experience to “meet you where you are.” But, they also want an advisor who truly understands who they are, not just an account number with a $ balance. Our clients talk to us about aspects of their lives beyond money management – things like health, wellness, career, family, and their community. We listen to what is most important to you. We are here to be on your side, and be your advocate.
We act as your Chief Advisor, so that you can simplify your life and decisions, and focus on what’s most important to you. We do the heavy lifting – the analysis and due diligence to help you save on taxes, grow your investments, and safeguard your wealth. We come to understand your situation (your stock compensation, your career market value, etc.), understand your concerns, and we know how to solve them.
We are here to be on your side, and be your advocate.
Plan your life beyond money management – things like health, wellness, career, family, and your community. At our Values meeting, we ask what is most important to you, so you can get clear on your money decisions.
Our fully digital experience allows you to be on-the-go, on your devices, and get current information at your fingertips.
Over-complexity often results in diminishing returns. Keeping things simple means less decisions, less meetings, and less coordination.
We believe in transparency in fees and performance. Our clients are empowered with easy access to their investments through our client portal.
Are We the Right Advisor for You?
We are a seasoned team with a core belief in holistic financial planning. As a result, we can effectively manage our clients’ compensation and benefits packages (stock option grants – ISOs/NQSOs, restricted stock units – RSUs, employee stock purchase plan – ESPP, and stock appreciation rights – SARs). Our extended team of specialists include access to best-in-class institutional money managers, advanced design specialists in life insurance, estate planning, executive compensation, and business planning.