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.

Our Philosophy
We embrace the simple concept of investing in low-cost, tax-efficient index funds.
For our clients we develop customized strategies that help reduce the impact taxes, fund expenses, and trading costs can have on the overall returns on a portfolio.
Improving after-tax returns by reducing costs rather than by increasing pre-tax returns provides a more dependable solution.
The diversified portfolios include passively managed (indexed) mutual funds and ETFs (Exchange Traded Funds) as well as fixed income, and other asset classes if appropriate.