Planning built for equity compensation.
Tax strategy, estate coordination, and investment management for concentrated stock. One team, one plan, one price.
Plan around the bill first.
Equity comp, low-basis stock, and liquidity events, sequenced against your real marginal bracket, the NIIT, and your state. The goal: create liquidity while giving up as little as possible to taxes you didn't have to pay.
- Tax Projections & Prior-Year Return Review
- RSU, ESPP & NUA Mapping
- ISO/NSO Timing & AMT Modeling
- Backdoor & Mega-Backdoor Roth
- Asset Location & NIIT Optimization
- Charitable & Gifting Overlays
Move wealth without losing a layer to taxes.
Good estate planning disinherits the IRS. We build structures that carry what you've made to the next generation without surprises or unnecessary tax. We coordinate them with the tax and investment plan so one decision doesn't quietly undo another.
- Estate Structure Design & Attorney Coordination
- Will, Trust, POA & Directive Creation
- Trust Funding & Beneficiary Audit
- Gifting & Wealth Transfer Modeling
- Charitable Giving & DAF
A disciplined approach to managing your portfolio.
Consistently outperforming public markets on a risk-adjusted, after-tax, and after-fee basis is extraordinarily difficult over any meaningful time horizon. We tailor, rebalance, and tax-optimize your portfolio through strategic asset location, withdrawal sequencing, tax-loss harvesting, and direct indexing.
- Direct Indexing & Daily Tax-Loss Harvesting
- 10b5-1 Plan Design
- Options Hedging: Covered Calls & Collars
- Exchange Funds
- Alternatives: PE, Credit, Real Estate, Venture
- Low-Cost ETFs
Wealth is more than the portfolio.
The house, the rentals, the cash, the college accounts. They all touch the same plan, so they're all in the same price.
Real Estate
- Property Analysis
- Depreciation Review
- Ownership Structure Planning
- Rental Portfolio & 1031 Exchange Planning
Banking & Liquidity
- High-Yield Cash
- SBLOC & Margin Access
- Stock Option Financing
Planning & Service
- CFP®-led Strategy Reviews
- Cash Flow & Retirement Projections
- Education Planning
- Insurance & Benefits Review
- Unlimited Messaging
One plan. One invoice.
Every one of these moves changes the others. Sell timing changes the tax bill. The tax bill changes the investment strategy. The investment strategy changes the estate plan. So it's one team and one flat price, and you never have to play general contractor for three specialists.
Start with a 60-minute look at your situation.
Your first call is a 60-minute look at your actual position. We'll show you where the obvious plan costs you money. No pitch, no obligation.
Book an intro call