Wealth Management Clients

There is no single path to wealth. Each individual is unique in experience and aspirations. While we maintain a diverse client base of executives, doctors, scientists, and other professionals, we specialize in helping individuals navigate three types of sudden wealth events:

  • Executives with Stock Options or Other Equity Compensation Planning for an IPO or Acquisition
  • Individuals Receiving an Inheritance or Trust Fund Distribution
  • Business Owners and Founders Planning for a Liquidity Event

Many of our clients experiencing these events work in the tech, biotech/life sciences, and medical fields.

Employees with Stock Options

Receiving an Inheritance

Tech Professionals

Business Owners & Founders

Sudden Wealth

Biotech & Life Sciences

Fee-Only Means No Commissions

As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.

Fiduciary Investment Advisor

A fiduciary duty means we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.

Independent Financial Advisor

We are also completely independent, so you don’t have to worry about fund family allegiances or other corporate actions that could distance us from our clients.

Financial Advisor for Stock Options Liquidity Event

Learn More About Wealth Management Services

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