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Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.

Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, and long-term capital strategy.

Clarity for complex wealth—and the life it is meant to support.

Resources for Potential Clients

See below for resources that may assist you during your due diligence process.

Meredith's Biography

Click here to learn more about Meredith.

Our Clients

Click here to see a sampling of the clients with whom we work.

Checklist

Download the Advisor Interview Checklist and see how we answer key questions, including costs.

Fiduciary Oath

Click here to see our Fiduciary Oath.

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