Who We Serve

Working Professionals & Retirees

We are privileged to work with a diverse group of affluent clients from all walks of life – working professionals in various industries like technology, healthcare, finance, entertainment, law and real estate, as well as those who have retired after a long, productive career.

Business Leaders

We have extensive experience in supporting business leaders across a variety of enterprise settings – whether their companies are closely held, venture-backed or publicly traded.


Let's Take a Deeper Dive . . . 


Private Business Owners

For most private business owners, the company that they have built over the course of many years, even decades, is an immense source of pride.  Competing effectively and winning in their industry, delivering for their customers, rewarding their team members, and consistently growing revenues and profits are all critical elements of their long-term success.  Developing the next generation of leadership and determining the best exit strategy are also key objectives that require thoughtful consideration and planning.  We embrace the opportunity to provide resources and appropriate solutions as you pursue your most important goals, with respect to your business, your family, and ultimately your legacy.

Venture-backed Founders

It takes incredible courage, vision, and resilience to be at the forefront of innovation, focusing relentlessly on the next big idea that will revolutionize an industry, or even create a whole new category of products and services that didn't exist previously.  Telling their story in a compelling way, raising capital, attracting and retaining top talent, and successfully achieving key business milestones on schedule all require tremendous commitment, energy, and discipline.  While you are focused on changing the world, we will be there to provide simplicity and clarity amidst the inevitable complexity in life, helping you to identify, prioritize, and ultimately achieve the goals that are most meaningful to you.

Corporate Executives

Excelling as Senior Leader in a large corporation requires a broad range of skills that are relatively rare - high level strategic vision, innovative thinking, effective communication, and efficient delegation of key business objectives to the broader leadership team.  Balancing the needs of various stakeholders, whether they be team members, clients, vendors, or the communities in which the company operates, demands insightful wisdom and sound judgement.  With such a vast span of control in an increasingly complex world, we will work with you to map out and help achieve the goals and objectives that matter most to you, both personally and professionally.

Companies

Finance leaders support many critical objectives in operating companies, including raising capital, allocating resources, reporting financial results, and communicating with investors and lenders.  When finance organizations are relatively lean, they can benefit greatly from our fiduciary approach to cash management services, where we emphasize high quality and liquidity, while also seeking to generate an attractive yield.  While our management style is discretionary, we will conduct regular reviews to help ensure the portfolio continues reflecting the needs and goals of the company.

What We Offer

We seek to engage and advise our clients across a wide spectrum of important financial considerations. 

Wealth Planning

Our approach is grounded in an extensive discovery process, where we create a clear picture of your current assets and liabilities, a realistic projection of your future income and expenses, and a robust analysis of whether you are on track to achieve your goals and objectives. 

Asset Titling

Preparing for unexpected life events is critical, and we will work diligently to ensure that your assets are properly titled to ensure a smooth transition between spouses and other designated beneficiaries.  We also embrace the opportunity to facilitate family meetings so that your designated heirs are prepared to be responsible stewards of the family’s wealth and resources. 

Charitable Giving

We will work closely with you to identify the most efficient methods to gift and support organizations and causes that are personally meaningful to you and your family.

Lending through Bank of America, N.A.

Whether you need financing to purchase a primary residence, an investment real estate property, or to start or grow a business, we will be there to help you evaluate the most cost-effective method of borrowing to achieve your goals.

Collaborating

It is our privilege to serve you and our team is truly dedicated to simplifying all aspects of your financial life, including collaborating with your legal and tax advisors when appropriate. 

Our Unique Value

For many clients, it may not be easy to understand that differences across wealth management firms or the financial professionals that represent them locally.  But you can feel confident in making an informed decision by considering the following simple questions:

• Are the fees that I am paying reasonable?
• Are the taxes that I am paying acceptable?
• Am I receiving comprehensive advice and guidance?
• Am I on track to achieve my goals and objectives?
   

Pay Less Fees

If you are currently paying your financial professional 1% of your investable assets for advice, that could easily add up to tens of thousands of dollars per year, and hundreds of thousands of dollars over the next decade.  We know we can do better than that.

Pay Less Taxes

Short-term buying and selling of securities may potentially trigger significant tax liabilities due to realized gains.  We emphasize longer holding periods for high quality investments that can deliver value and help minimize unnecessary taxes.

Comprehensive Advice

Financial professionals often focus on investments, but they may not be advising you with respect to your lending needs, your charitable intent, or your strategy to efficiently transfer assets to your loved ones.  Let us work with you to discuss the full spectrum of your financial concerns and to create a roadmap that will help ensure that you are on track to achieve your goals.