27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control. We provide strategic financial planning for people who are used to solving complex problems—bringing structure to equity decisions, retirement transitions, and your next big chapter.
Wealth Management Basics
Helping Silicon Valley engineers and executives retire with clarity by receiving solutions to your financial questions by integrating financial planning with investment management.
Coordinating your Financial Goals
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Integrating investment management with a comprehensive financial plan, enables you to coordinate varied facets of your financial strategy.
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Review many areas to include:
Investments - including employee equity such as RSU's, ISO's, and NQ Equity Compensation
Tax Planning - Strategies to manage your tax liabilities
Financial Independence
Insurance and Risk Analysis
Liability Management
Tax Efficient Charitable Gifting
Funding your Goals
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Meeting with You
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We meet with you at our Palo Alto or Redwood Shores office, through video conferencing online, or via phone. You decide.
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Communicating with You
For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.
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Proactive Guidance - We reach out to you when appropriate to provide updated recommendations based on a dynamic world environment.
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Responsive Answers - We address your questions as they arise.
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24/7 Access to your A. Client Portal for real time updated information on your assets and B. Money Guide Pro for Planning Insights.
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Regular updates about latest economic, market, or planning opportunities.

Your Results
Like our current clients you can achieve your goals and exercise good judgment in the face of imperfect knowledge through life and market changes.