We start with who you are, then build out the financial plan to support it. Your life is dynamic—your plan should be, too.

• Cash flow planning and savings strategy
• Equity compensation management (ISOs, NQSOs, RSUs, ESPPs, 83(b) elections, etc.)
• Retirement and work optionality planning
• Personal home and investment real estate decisions
• K-12 and higher education funding
• Charitable giving and Donor-Advised Fund creation
• Generational wealth building and gifting
• Estate planning and trust management
• Life and disability insurance planning

Our Opportunistic Strategy is built on a simple belief: capital should flow to the best opportunities available. We invest across industries and market capitalizations, focusing on businesses and situations where we believe the market is mispricing future value. The result is a concentrated, high-conviction portfolio designed to compound capital and outperform over the long term.

Taxes aren’t a once-a-year event: they’re a year-round opportunity. We take a strategic, forward-looking approach to help you minimize your lifetime tax burden.

• Tax-efficient investment vehicles
• Tax projections (federal, state, FICA) and analysis
• Capital gains strategy and loss harvesting
• Pre-tax versus Roth analysis and Roth conversions
• Asset location and withdrawal strategies
• Business entity and real estate tax opportunities
• Coordination with your accounting/CPA team