Who We Serve
We primarily work with working professionals 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 have only three criteria for those that want to work with us:
You are a good person. Yes, this is an uncommon criterion, but we LOVE what we do and we LOVE working with our clients. Our goal is to keep it this way.
You have at least $1MM or more in investable assets or expect a large lump-sum payment soon.*
You are looking for a TRUSTED financial professional to delegate both your financial planning and investment management responsibilities.
*We implement an annual minimum fee so that we can work with those under the $1MM threshold. Contact us or view our latest ADV filings for more details.
A Few Examples
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 Study
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