Holistic Wealth Management
Whether you're planning for retirement, received sudden wealth, or just looking to maximize your investments — we can help.
We aim to build long-term, trusted relationships based on our combined 25+ years of experience, sincerity, & impact.
Make work optional
Turn assets into income
Leave a legacy
Do these thoughts keep you up at night?
Will my money last longer than I do?
Am I paying too much in taxes?
I don’t have the time or energy to deal with these financial decisions.
Is my investment portfolio set up correctly?
Where is the “Easy” button?
We’re here to help you achieve your goals
Pursue your passions
Embrace what makes you happy, we've got your finances covered! Our customized financial planning process is designed to provide financial confidence and allow you to focus on your passions.
Generate reliable income
Sit back and relax. Our investment management objective is to create reliable income streams so that you can live life on your terms.
Make your legacy meaningful
Your family's future is our focus! Our comprehensive planning process seeks to preserve and protect your wealth, helping to ensure a legacy that endures.
Retire confidently & comfortably
Relax, we've got your back! We work in your best interest! Our retirement planning approach helps to ensure you can embrace this new phase with confidence.
Make your goals A reality with
Holistic Wealth Management Services
Financial Planning
We take a holistic approach to planning with your goals guiding every decision.
Risk Reduction Strategies
We analyze how your assets should be titled and make sure you have the appropriate insurance in place.
Legacy & Charitable Planning
We’ll help you create an estate plan to take care of your family AND the causes you’re passionate about.
Investment Management
We take a low-cost, tax-efficient approach to managing your investments.
Tax Optimization
We’ll put together a comprehensive strategy to help ensure you don’t overpay.
Equity Compensation
If ISOs, RSUs, and NSOs are a part of your compensation, let’s talk strategy.
Our mission is to simplify your complex financial life
We take a holistic approach to wealth management & financial planning. By considering all aspects of wealth, individuals can make informed decisions, mitigate risks, optimize tax strategies, align their goals, & achieve financial success while maintaining overall life satisfaction.
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Why choose a Boutique Wealth Management Firm?
We’ve chosen to remain small intentionally so we can offer more hands-on and relational services to our clients. Here are the values that set us apart:
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A boutique firm has fewer clients, so we can spend more time getting to know you personally. We create plans that are custom-tailored to your unique needs.
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We specialize in working with complex clients who have $5 million or more in net worth. We’ve been working with wealthy investors for over 20 years and have created our firm with a focus on services that aim to simplify your financial life and deliver results that meet your needs.
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You will have a quick, direct line of communication to us as we work with you to manage your money. This means you get quick answers to your questions and have meaningful conversations with us about your investments and finances.
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We focus on your emotional well-being because we understand that wealth management is not just about numbers. We consider how financial decisions can impact your overall happiness and peace of mind. By aligning your finances with your personal values, we can create a sense of financial security and improve your overall quality of life.
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We can make decisions faster because we don't have as many layers of people to go through. This helps us take advantage of opportunities in the market and make changes to investment strategies when and if needed.
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Wealth management often requires the expertise of various professionals such as CPAs, attorneys, etc. We coordinate the integration of these professionals as part of our team to collaborate and develop a coordinated strategy.
Ready to get started?
Schedule a Call
1.
We’ll discuss your challenges, goals, and our methods to see if we're a fit. We will give you honest feedback on your financial options.
We’ll Create a Plan
2.
We'll work with you to customize a simple step-by-step recommendation so you feel informed and empowered about your financial life.
Go Live Your Life
3.
Get out there and confidently pursue your goals, knowing that you have a solid holistic wealth management plan, and supportive advisors to help you pivot as needed.