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
Anthropic IPO: The California Tax Guide Every Bay Area Employee Needs Before October
If you work at Anthropic and live in the Bay Area, the October IPO isn't just a federal tax event. California's treatment of tech IPO income is among the most aggressive in the country – and several moves that work at the federal level either don't work here or actively backfire.
The SpaceX Lock-Up Period: What to Do Before Your Shares Unlock
SpaceX is finally public. Your shares are right there on your brokerage screen. And you can't touch them yet. Make the most of the SpaceX lock-up period before it expires – so expiration day feels like a formality, not a fire drill.
Anthropic ISO Exercise Strategy: Should Employees Act Before the IPO?
If you're an Anthropic employee holding early-vintage ISOs, the window to exercise before the IPO is open right now – and it won't be this clean again. This guide provides the framework, the math, and the checklist you need.