Pay less in taxes
Make confident equity decisions
Build lasting wealth
Our typical clients are —
Households whose financial life is shaped by equity in a company they helped build.
Tech Professionals
Engineers · PMs · Design
Technologists with RSUs, stock options (ISOs & NSOs), restricted stock awards, ESPPs, and other forms of equity-ownership complexity.
Founders & Early Employees of Start-Ups
Pre-IPO · M&A · Secondary
Founders and entrepreneurs anticipating an acquisition, IPO, or other liquidity event.
From All Professions
Multi-decade households
Established households, usually 25 – 45 years old, building wealth deliberately and ready for a long-term partnership.
Services offered.
A fee-only, fiduciary practice specializing in stock ownership — straightforward guidance and individual attention.
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 — 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 advisor specializing in stock ownership, we offer straightforward guidance and individual attention — so you can make confident decisions about your financial future.
Transparent, by design.
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.
September 21, 2026
If you're weighing leaving Anthropic before the IPO, the 90-day ISO exercise window and unvested RSU forfeiture rules can determine how much of your equity survives resignation. This guide covers every equity category, three departure scenarios, and the planning steps you need before you send that letter.
September 19, 2026
You have vested Anduril options, a six-figure tax bill waiting to happen, and a clearance you cannot afford to put at risk. Here is the honest answer about what is actually reportable, what Guideline F penalizes, and which funding paths protect both.
September 14, 2026
If your Anthropic equity clears $15 million after the IPO, this is the estate planning article you need to read before the roadshow begins.
Fee-only
Fiduciary
Equity specialists