Your financial life is complex. We help high earning professionals like doctors and dentists as well as corporate executives navigate compensation packages, concentrated stock, and tax concerns with a clear plan.
We specialize in assisting executives & high earning professionals with:
- Values-Based Financial Planning
- Retirement Planning
- Investment Management
- Equity compensation (RSUs, stock options, and more)
- Tax minimization strategies
- Diversification Planning
Estate and Legacy Planning - Coordination with your legal and tax team
- Estate & Legacy Planning
- Risk Management
