Financial Planning and Investment Management

Effective financial planning is more than choosing the right investments. It’s about crafting individual plans to match your distinct needs and aspirations. As strategists, our approach to financial planning is holistic and  personalized. We coordinate and connect the different pieces into a cohesive view. We proactively reach out to review and revisit your strategy and help to ensure that you stay on track through shifting markets, changing priorities and life's milestones. As your focus changes throughout your life, we anticipate evolving needs so that you can build, grow, protect and preserve your wealth.  

The moment you choose us, we strive to keep you moving forward. We seek to balance maximizing returns while structuring for cost and tax-efficiency and mitigating risk. We design portfolios intentionally, with the “unknown unknowns” in mind. Championing the transformative potential of capital for positive change, we provide access to impact investments that resonate and align with your values. In addition, our access to customized lending and credit solutions from Bank of America offer flexible options to enhance your personal and business projects.





Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Understanding Investor Behavior and Costs

Our emotions often get in the way of making smart financial decisions. We help you stay disciplined for the long-term while taking advantage of short-term opportunities, and make challenging financial decisions and tradeoffs that do not always seem intuitive, comfortable or easy. Our understanding of behavioral finance allows us to provide insights and strategies that help you make more informed and beneficial financial decisions.

We are a fiduciary under the Merrill Advisory Investment Program and we only act in your best interest. We charge an annual fee that covers all of our advice, from financial and wealth planning, investment guidance and implementation, to broader estate and tax planning in coordination with your attorney and accountant. We feel that it is important for you to know exactly what you pay so that there are no unexpected or unexplained costs. Transparent and equitable, our fee structure ensures clarity and alignment with your financial objectives. 

Who We Work With

Global and Intergenerational Families: We help global and intergenerational families navigate the complexities of cross-border and multi-jurisdictional wealth management. We also address the unique needs and dynamics of each generation, offering comprehensive strategies to pursue their distinct financial goals and aspirations.

Company Founders, Business Owners & Entrepreneurs: We offer strategic guidance and tailored strategies to support business expansion, succession and exit strategies as well as retirement planning and personal wealth management.

Women Investors: We advocate for women to engage in open, transparent conversations about money, investing, and their wealth, at every stage of life. We offer practical financial advice, tips and resources to empower women to achieve their personal financial wellness.

Hispanic / Latino community: We know financial priorities are as diverse as the communities we serve. With strong savings habits and a high level of trust in financial institutions, the Hispanic / Latino cohort still faces unique challenges such as family obligations and cultural diversity.  We are committed to addressing these needs and empowering future generations through personalized financial guidance.