Financial Planning
& Investment Management
For First Generation Wealth Builders
Who We Work With
HENRYs (High Earners, Not Rich Yet)
Young professionals who are making more money than they need with rapidly changing goals (jobs, houses, kids).
They have more than $200,000 in assets outside of their 401k and/or are able to invest at least $2,000 per month.
Equity (Stock Option) Recipients
Tech / startup employees and C-Suite executives who receive compensation packages with ISOs, NQSOs, and RSUs.
They have concentrated stock positions and complex tax reporting requirements.
Financially Independent (Retire / Semi-Retire)
Regardless of age, we are excited to work with those who are planning to stop earning income from employer wages on a full time basis.
They have more than $1 million in net worth that needs to be managed tax efficiently and provide income for living expenses.
Client’s Hire Us When
Life CHANGES
getting married
buying real estate
having kids
started receiving company stock / equity
changing jobs / careers
promotion / increase in income
retiring / semi-retiring
unexpected tax bill / expense
someone close to you passes away
received inheritance / windfall
monetary disagreement with spouse / partner
Why Client’s Hire Us
Goals Become More Important
As financial goals become more important, our clients value having confident strategies in place to reach them. As assets and income become larger, the impact of your decision making amplifies, which is why they hire us to help make those decisions.
Expertise
The benefit of working with an advisor is that we have helped hundreds of people in your situation. We have experience managing risks and helping our clients navigate waters that they might be unfamiliar with.
Time Value
Our clients’ time is more valuable to be spent earning more money, travelling the world, playing with their kids/grandkids, coaching or doing anything else aside from managing their money.
How We Are Different
We are Small on Purpose - we limit the amount of clients we work with so that we can maintain a close working relationship and provide personalized high quality service
Tax Expertise - we add value with tax planning for high earners and those with a high net worth
Fiduciary duty - we have a legal obligation to put the client first
Fee-only - we don’t sell investments or receive commissions, we only earn money from transparent asset management fees
Certified Financial Planners™ - we provide advice on every aspect of personal finance (cash flow, investments, taxes, real estate, debt management, insurance, estate planning)
