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
SpaceX Equity and New York Taxes: What NYC-Area Employees Need to Know
If you hold SpaceX equity and live in the New York City area, the IPO is a New York tax event, not just a federal one. And New York, bless its ambitious fiscal heart, never met a capital gain it wanted to leave alone. You need to know this before the window opens.
OpenAI IPO Equity: What Every OpenAI Employee Needs to Know
You spent years helping build the most valuable AI company in the world. The IPO is filed, the clock is running, and the decisions you make in the next few months will determine how much of that wealth you actually keep. This is the plain-English conversation your calendar keeps postponing.
Mega backdoor Roth IRA: the ultimate guide for tech employees (who are tired of paying the IRS)
You've maxed your 401(k), the Roth IRA door is slammed shut (thanks, income limits), and the IRS seems very pleased with itself. But the mega backdoor Roth IRA offers a surprisingly powerful workaround – one that can unlock tens of thousands of dollars in additional tax-free retirement savings each year, if your employer's plan allows it.