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
Gift and Estate Taxes: An Overview of Annual and Lifetime Exemptions
An introduction to gift and estate taxes that also covers the relevant exemptions one should be aware of to avoid being taxed on their estate or gifts.
Avoiding Double Taxation on RSUs, ESPP, ISOs, and Other Company Equity
The sale of employer equity can result in double taxation if one is not careful with making the necessary cost basis adjustments.
Backdoor & Mega Backdoor Roth Strategies
Backdoor Roth strategies which allow high-income earners to still contribute to a Roth IRA and potentially super-contribute to their Roth 401k.
