Investment Management and Financial Planning for Executives and Professionals
There is no single path to wealth. Each individual is unique in experience and aspirations. We are proud to work with business owners, technology and biotech professionals, physicians, doctors and others who seek to invest their assets using a long-term disciplined approach, customized for their goals and comfort level. We also enjoy long-standing relationships with those individuals and families whose wealth has been passed between generations.
Visit our FAQ page to learn more about how we work with clients.
While our wealth management clients represent a diverse group of executives and professionals in a variety of industries and fields of study, we have larger concentrations in the four areas below.
Small business owners, solopreneurs, and self-employed entrepreneurs require a unique set of financial management strategies to meet their individual needs.
In the fast-growing and evolving realm of life sciences, individuals may face ongoing financial questions as retirement plans, stock options, and other benefits change with each new employer.
Physicians, dentists, and doctors often need a partner to develop a financial strategy and navigate investment decisions to reach their goals.
Individuals in technology, software, and engineering may face unique industry challenges such as managing stock options and navigating financial decisions after your employer mergers with another company or is acquired.
Other Wealth Management Clients Include:
- Academic faculty and staff
- Business executives
- Consultants (including the Big 4)
- Inheritors of multigenerational wealth being underserved by legacy advisors