About Us

Who We Serve:

Our clients are sharp, successful, and thoughtful—often used to being the smartest in the room. They come to us for clear thinking, personalized strategy, and deep experience navigating the complexities of equity compensation, IPO planning, and major life transitions.

Whether you're retiring from Apple, navigating RSUs at Google, or building a legacy, we bring clarity to complexity and help you plan your financial future with intention.

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About Us:

We work with a limited number of selective clients so we can offer highly personalized service and solutions. 

 

Because of our size, we can can guarantee that you get our attention and something that’s just for you.

 

We provide an alternative to a large firm where you risk falling through the cracks and receiving a packaged solution. 

 

As a NAFPA member we have taken a Fiduciary Oath that requires us to exercise best efforts to act in good faith and in the best interests of our clients.  We do not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product.

 

Our alliance with Schwab allows our clients to gain the benefits of a large institution with the personal attention of an independent firm.

 

We may refer clients to estate planning attorneys, insurance professionals, tax advisers and mortgage advisers but receive no compensation nor fee for referrals to such professionals.

 

What can you expect:

• You work directly with the principal.  No passing off to a junior associate or software package.

• Your needs drive our services.  Because of our size, we have the flexibility to address your needs as they evolve.

• You’re a big fish in a little pond.  A selective client roster means personal attention for you