Everyone has different personal and professional financial goals. We work closely with you to develop a custom financial plan tailored specifically to your goals and designed to help you live a life of financial freedom.
Tech & entertainment professionals are often hit especially hard by federal and state taxes. We use tax mitigation strategies, coupled with ongoing tax preparation to help you maximize your tax savings.
We design and manage a customized investment strategy that aligns with your unique financial objectives, time frame, and risk tolerance.
Our specialty is partnering with tech & entertainment professionals and entrepreneurs—we’re well-versed in their unique financial challenges. We help clients navigate high rents and mortgages, pricey childcare, confusing equity compensation, and hefty federal, state, and local taxes.
We allow each client’s unique goals and dreams to guide the financial planning process. We plan for future savings, while ensuring there’s still money to enjoy the present. Since our clients are busy people, we use technology to make it easy for them to connect with us whenever—and however—they wish.
The ultimate goal is to build a lifetime partnership with our clients, working together to create a holistic vision of their best financial life.
Does this sound like you?
We provide tax preparation, financial planning, and portfolio management under one roof.
We specialize in equity compensation —and its unique tax implications.
We are fiduciaries who don’t work on commissions or referrals, so we always have your best interests in mind.
We utilize technology so that we can work remotely to fit meetings into your busy schedule.