Planning, Investments, and Tax

We take a holistic approach to best serve you. Below are some examples of things we do for our clients:

Stock Options and RSUs: Track, plan, and develop strategies on how to best handle your equity compensation.
Investment Management: Design and manage your investment portfolio in a low-cost, tax-efficient manner.
Taxes: Tax reviews and projections. Tax filing* or coordination with your tax preparer.
Retirement Planning: Ensure you are saving enough to have a retirement that meets your standards.
Goals and Life Events: Work alongside you to reach goals and navigate life's unexpected events.

*Tax Preparation is an additional service that can be completed by our related CPA firm - Equity Tax, LLP.

We strive to add value to all areas of your financial life beyond what is listed above. When necessary, we utilize a deep network of legal, insurance, tax, and real estate financial professionals when their expertise can add value to your situation. If we don’t know the answer, we will help you find it.

take the next step

Fees

Our fee starts at $1,500 per quarter, which covers the first $500,000 of investments under management. When assets under our management exceed $500,000, a percentage based fee is applied.