Our Services
Every service we offer is grounded in disciplined planning and coordinated strategy across your whole financial picture.
Executive Services
Specialized planning for highly compensated executives navigating complex equity and deferred compensation.
Wealth Management
Holistic financial planning and investment management for high-net-worth individuals and families.
Comprehensive Wealth Architecture
One coordinated strategy across investments, taxes, protection, business interests, and estate — so decisions stop being made in silos. Your plan names the actual levers — direct indexing, Roth conversions, entity structure, trust design — and adapts as circumstances change: liquidity events, business growth, family transitions, new opportunities.
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Investment Strategy & Portfolio Engineering
Globally diversified portfolios custodied on Goldman Sachs Custody Solutions' institutional platform, managed across the taxable, tax-deferred, and tax-free buckets. We use direct indexing and lot-level tax-loss harvesting to keep more of what you earn, and — for those who qualify — provide access to private market alternatives, private credit, and structured solutions. Where suitable, concentrated positions are hedged with collars, financed through institutional lending, or unwound deliberately.
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Tax Strategy
Proactive, year-round tax planning to minimize your lifetime tax burden.
Protection & Legacy
Insurance, asset protection, and estate planning to protect and transfer what you've built.
Asset Protection & Risk Management
Layered protection that doesn't box you in. We review legal structures and coverage — life, disability, long-term care, and independent P&C (home, auto, umbrella, earthquake/flood) — plus buy-sell and key-person needs, closing the gaps that appear when advisors work in silos.
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Multi-Generational Legacy & Estate Planning
Structures that move wealth to the next generation with intent: SLATs, dynasty trusts, and annual-exclusion gifting; beneficiary-designation audits across every account; 529 superfunding for education; and third-party attorney review of wills, trusts, and powers of attorney.
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Business Planning
Financial planning for business owners: from daily operations to exit and succession.
Business Owner Strategic Planning
For the owners we serve: entity and QSBS structuring, S-corp reasonable-comp (and, where applicable, a PTET election), accountable plans and the Augusta Rule, retirement-plan design that can shelter six figures a year (Solo 401(k), SEP, safe-harbor, and cash-balance plans), and exit planning started years before you need it.
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Exit & Succession Planning
Exit planning that starts years before the transaction: QSBS qualification, entity restructuring, cash-balance plan funding, and transaction-timing analysis that can materially change your after-tax proceeds. For family businesses, we coordinate succession structures — buy-sell agreements, family limited partnerships, and insurance-funded inheritance equalization — with your attorney and CPA so the transition happens on your terms.
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8 specialized services across 5 areas of expertise.