Pay Less in Taxes | Make Confident Equity Decisions | Build Lasting Wealth
Services Offered
Financial Planning
A clear roadmap for your financial life, including cash flow, goals, equity vesting timelines, and the decisions that connect it all.
Investment Management
Portfolios built around your existing holdings, concentrated stock positions, and tax situation, and not a one size fits all model.
Tax Strategy
Proactive tax planning across income, capital gains, and equity exercises, coordinated with your CPA each year.
As a fee-only, fiduciary financial advisor specializing in stock ownership, we offer straightforward guidance and individual attention — so you can make confident decisions about your financial future. We make decisions about:
Fee Only Fiduciary
Our full-service relationship is available for a $5,000 annual retainer, which includes management of your first $500,000 in assets. For assets above $500,000, the following tiered fee schedule applies:
| Asset tier | Annual fee |
|---|---|
| $0 — $1,000,000 | 1.25% |
| $1,000,001 — $4,000,000 | 1.00% |
| $4,000,001 — $8,000,000 | 0.75% |
| $8,000,001 and above | 0.60% |
Insights
What Happens to Stock Options When a Company Is Acquired?
When the all-hands invite arrives with no subject line and the entire company is on it, your mind goes straight to one place: your equity. This complete guide breaks down exactly what happens to stock options when a company is acquired – cash payouts, equity conversion, acceleration clauses, and what the IRS is circling on your calendar.
What Happens to Your Stock Options When You Leave a Company?
You're leaving. Congrats! But before you delete Slack and order the celebratory tacos, we need to have a very important conversation about your stock options – because a 90-day clock just started, and it doesn't care how busy you are.
10b5-1 Trading Plans: How to Finally Sell Your Company Stock Without the Stress
You can see your wealth. You just can't reach it. A 10b5-1 trading plan changes that – here's how corporate insiders use pre-arranged trading plans to sell company stock legally, automatically, and on their own terms.