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
What is IRMAA?
An explanation of the IRMAA surcharge for Medicare Part B & D, and how you can avoid or lessen the amount you owe.
Enhancing the Tax Benefits of Direct Indexing with a Short Overlay Strategy
An advanced tax strategy that enhances the potential for capital losses generated by direct indexing by adding one or more short positions.
A Brief Overview of Medicare
An explanation of the various components of Medicare, what you’ll need to know before signing up, and how you can shop around for a plan.
