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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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Wealth, Purpose & Life Design
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Die with Zero
by Bill Perkins
Decision Making and Behavior
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Happy Money: The Science of Happier Spending
by Elizabeth Dunn and Michael Norton
Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
By Carl Richards
One Page Financial Plan: A Simple Way to Be Smart about Your Money
By Carl Richards
Values Based Financial Planning: The Art of Creating and Inspiring Financial Strategy
By Bill Bacharach
Investing: Evidence Based Foundations
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Simple Wealth, Inevitable Wealth
By Nick Murray
The Little Book of Common Sense Investing
By John Bogle
A Random Walk Down Wall Street: The Time Tested Strategy for Successful Investing
By Burton Malkiel
Winning the Loser's Game: Timeless Strategies for Successful Investing
By Charles Ellis
Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long Term Investment Strategies
By Jeremy J. Siegel
Giving & Legacy
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The Art of Giving: Where the Soul Meets a Business Plan
By Charles Bronfman
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