Financial Planning & Investment Management
We are here to synchronize every aspect of your financial life and to ensure it’s all working in harmony to achieve your goals.
Investment Management
Socially Responsible and Impact Investing
Tax loss/gains strategies
Low cost funds
Concentrated stock management
Retirement income strategies
Estate Planning
Review of wills and trusts
Partnerships with estate attorneys
Estate tax analysis and planning
Charitable giving
Business successions
Family meetings
Stock Options and RSUs
Exercise and sale strategies
Tax planning with experienced CPAs
Coordination of your stock with other investments
Tax Planning
CPA partnerships
Short and long-term tax planning
Portfolio tax management
Tax stage planning in retirement
Education Planning
Tuition needs assessment
Savings plans research and recommendations
Investment guidance
Gifting strategies