What We Do

Proactive Investment Management

  • • Customized risk-based portfolios
  • • Ongoing management, monitoring, & rebalancing
  • • Asset allocation driven framework
  • • Tax minimization strategies
  • • Bespoke alternative investments
  • • Managed 401(k) & employer-sponsored retirement accounts

Wealth Planning

  • • Cash flow analysis and optimization
  • • Retirement planning
  • • Social Secuity and Medicare decisions
  • • Education planning
  • • “What-if” scenario comparison
  • • Access to liquidity and lending solutions

Tax Strategy

  • • Analyze and summarize key tax components (Federal and State)
  • • Current year projections
  • • Optimization of deductions
  • • Coordination with 3rd party tax professionals

Executive Compensation & Equity Award Optimization

  • • Proactive management of various equity award types:
    • • Restricted Stock (RSA, RSU)
    • • Employee Stock Options (ISOs, NSOs)
    • • Employee Stock Purchase Plan (ESPP)
    • • Employee Stock Ownership Plan (ESOP)
  • • Deferred Compensation programs (NQDC)
  • • 10b5-1 plans & execution strategy

Insurance and Risk Planning

  • • Holistic coordination of overall insurance strategy
  • • Life, disability, long term care
  • • Health and Medicare
  • • Property and casualty

Estate Strategy

  • • Summary of estate documents and plans
  • • Family gifting
  • • Transfer of wealth
  • • Philanthropic goals
  • • Family Governance & preparing your family for the assets