Business Owners
Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business. You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now, it’s time for the next phase—capitalizing on what you started.
Our team provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value—allowing you to accomplish your personal, financial and estate preservation goals.
Individuals & Families
Plan smart - live happy. We believe this is the modern work life theme everyone strives for. That is why defining our clients' financial independence is so important. For some, this means retiring earlier, buying a dream home, or vacationing more. For others, it may mean providing for the special needs of a family member or financially supporting the education of a child or grandchildren. The list is endless and uniquely your own.
We know that finding a financial planner you can trust is of the utmost importance. Our planners all act as fiduciaries*, so you can do what you do best and let us handle your finances.
Key Executives
We specialize in working with highly successful executives and board members of both public and private companies.
Our services include consulting and management of:
- Stock option and RSU management
- 83(b) and 10(b) 5-1 elections
- Corporate benefit optimization (e.g. qualified vs NQDC)
- Tax reduction strategies (e.g. QSBS tax incentives)
Real Estate Owners
You've owned real estate your whole life. Overtime, you've accumulated more properties and more partners. Now, you're at a point where you are wondering, have I done everything the best I can for me and my family?
Common concerns we run into are: minimizing estate taxation, minimizing income taxation, creating more income for retirement, avoiding property tax reassessment, leveraging real estate through gifting, correctly selecting business entities, and 1031 exchanges. We have seen them all and are happy to help.