- Tax PlanningWe help busy executives with tax planning around equity compensation; portfolio strategies for concentrated stock positions; review of compensation packages; and planning for career shifts.
- Charitable GivingWe help individuals and families develop smart strategies for education funding, charitable giving, estate and legacy planning, and retirement income. We also have expertise in life transitions such as career change, divorce, job loss, and death of a spouse.
- Estate Taxes
- Tax ServicesWe’re here to help with all aspects of retirement planning: plan distribution, 401(k) investment selection, pension advice, Social Security benefit optimization, tax management, gifting, and real estate.
- Income Tax
- Investment ManagementAs an independent Registered Investment Advisor, we are agnostic with regards to investment selection. We choose investments that are in our clients’ best interest and align with their values.
- Wealth ManagementWe believe in holistic wealth management and work closely with you to optimize your income and budget, invest for retirement, save for college and work toward your financial goals.
- Accounting Services
- Financial Planning
- Retirement Planning
- Long Term CareOur deep expertise makes us a trusted partner for families seeking help with estate planning, long-term care guidance, legacy planning, family business succession, and charitable giving.
- Asset Management