Who We Serve
We work with working professionals, executives, and business owners that are looking to delegate both their financial planning and investment management responsibilities.
Who Do We Work With?
We are looking for excellent individuals who can benefit from our expertise. We work best with those that have the following qualities:
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You are actively saving for both nearterm and longterm goals and have an investment portfolio over $1 million.*
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You are looking for a TRUSTED professional to delegate both your financial planning and money management responsibilities.
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You are a good person. Yes, this is an uncommon criterion, but we LOVE what we do and we really enjoy working with nice people!
*While we do not have an account minimum, we implement a minimum fee of $825/mo. Contact us or view our latest ADV filings for more details.
A Few Examples
Working Professionals
Kyle and Maya are both mid-career professionals where a significant part of their income is tied to equity compensation. Kyle works at Google, and Maya works at a biotech start-up. They want to organize their financial life, reduce taxes, and ensure they are on-track to reach their financial goals.
View Case StudyWork Optional & Retirement Planning
John and Amy would like to retire, or at least become work optional, within the next few years. They wish to ensure that they can do this without sacrificing their lifestyle or goals.
View Case StudyBusiness Owners
Mike is a business owner that employs ten individuals. He started his business 15 years ago and would like to think about his succession plan. His primary goal is to create an exit strategy where he can successfully sell the firm to his daughter while financially benefiting both individuals.
View Case Study