Unique Circumstances
Customized Approach
Personalized Wealth Management
Equity Compensation
We help clients navigate the complexities associated with the various types of equity compensation and employee benefits, such as; Incentive Stock Options (ISOs), Non-qualified Stock Options (NSQO), Restricted Stock Units (RSUs), and Employee Stock Purchase Programs (ESPPs).
Strategic Tax-Efficient Investing
Our investment philosophy focuses on the factors within an investor’s control to optimize risk-adjusted returns and tax efficiency. Since every client is unique, we tailor each portfolio to the client’s preferences and objectives.
Proactive Tax Planning
We will help you minimize your tax bill for the current and future years through tax-efficient investments, maximizing deductions, tax credits, and opportunities for deferrals.
Retirement Planning Services
Retirement is a major transition that is unique to every person. We help you build confidence through customized retirement planning that encompasses your individualized vision and goals.
Mission Statement
Our mission is to provide personalized wealth management services through a holistic view of your finances.We believe everyone’s unique circumstances require a customized approach to meet their full potential. We develop a cohesive strategy for clients that integrates tax optimization, financial planning, and investments through our in-depth quantitative approach.
Articles
Differences between New York and New Jersey State Income Taxes
New York and New Jersey have a variety of differences in their state income taxes which can make calculating which state is optimal for tax purposes difficult to figure out. This article delves into some important differences that can help with determining that.
Donor-Advised Funds
Donor-Advised Funds (DAFs) are charitable giving accounts that allow one to front-load their donations in a single taxable year while retaining the flexibility to grant to various charitable organizations over multiple years.
Notable Highlights from the Passage of the One Big Beautiful Bill Act (OBBBA)
OBBBA extends many of the expiring TCJA 2017 provisions as well as implement new changes such as the increased $40,000 SALT cap, a temporary increased deductions for seniors, a new QOZ program for specific rural areas with increased tax benefits, and more.
