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
How to Choose a Financial Advisor for SpaceX Equity in NYC
The SpaceX IPO created a wave of self-described equity specialists. Most of them aren't. This guide walks you through exactly what to look for – fiduciary status, fee-only compensation, real ISO/AMT fluency, and the New York tax expertise that most national advisors simply don't have – so you can tell the difference before it costs you.
Cursor Employee Equity: What the SpaceX Acquisition Means for Your Shares and Taxes
If you're a Cursor employee staring at your equity dashboard with equal parts excitement and low-grade panic right now – that's a completely rational response. The SpaceX acquisition is real, the numbers are large, and the tax questions are complicated. Here's what you actually need to know.
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.