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Financial advisor to Silicon Valley engineers & executives navigating equity compensation, concentrated stock, and liquidity events.
For over 28 years, clients with $5M+ have turned to us for thoughtful tax strategy, investment decisions, and long-term planning.
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Media Coverage & Expert Features
Meredith has appeared on television and radio, been quoted in national print publications, published numerous articles in California journals, and served as a guest speaker to groups including corporations, private foundations, alumni groups, and women’s organizations.
Podcast Interview with Chris Brodhead of Ultra High Net Worth Clients Podcast
April, 2024
KTVU Interview


KTVU Interview

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