Who We Serve

Our clients are exceptionally smart and successful individuals, who place a high value on trust. They are typically concentrated in their role, specialty, or business, and feel the pain of taxes on their high income and assets. They seek financial independence and the freedom to own their time, desiring a reliable guide to help them navigate the specific needs they have.

A business meeting around a table.

Members of the Tech Community

We serve the tech community nationwide, working at top firms like Google, Meta, Microsoft, Apple, Amazon, and Nvidia. Typically engineers, they earn high six to seven-figure salaries and appreciate financial safety. They seek financial and time freedom due to high tax burdens and concentrated stock positions.

Business Owners & Entrepreneurs

Resourceful and innovative, business owners view their businesses as their primary wealth generators. They are highly capable of making money but often feel uncertain about managing wealth outside their ventures. They seek guidance to diversify and secure their personal financial future.

Industry-Leading Business Consultants

Consultants from firms like BCG, McKinsey, and Slalom are people-oriented and systems-driven. They are extremely busy and work in high-pressure environments. Despite their success, they seek financial strategies to gain time control and reduce risks from their concentrated job focus.We also understand their investment restrictions and tailor their plan to fit their unique needs.

How We Serve Them

Wealth Building

Over time, we act as your coach and guide, helping you save more money than you would on your own. Understanding that human nature and procrastination can hinder achieving financial goals, we serve as your accountability partner. We ensure you take consistent action on what you’ve identified as important, helping you stay on track and achieve your financial objectives.

Wealth & Income Protection

We help you safeguard your earnings and assets with personalized strategies designed to protect your wealth. Our goal is to help you work towards financial security and peace of mind if or when life takes a left turn.

Multi-dimensional Investment Strategies

We create diversified investment portfolios and holistic plans tailored to your unique financial goals. By balancing risk and optimizing growth opportunities, we help you achieve long-term financial stability and growth beyond a traditional equity portfolio-only approach

Tax-Efficient Planning1

We develop comprehensive tax-efficient strategies to mitigate your tax burden and optimize your net income over time. Our approach helps you ensure that your hard-earned money works effectively for you, helping you achieve financial freedom sooner.