Wealth Management for Executives and Professionals

Portfolio Management Services 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.

Wealth Management for Business Owners

Small business owners and self-employed entrepreneurs require a unique set of financial management strategies to meet their individual needs.

Wealth Management for Professionals in Biotech and Life Sciences

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.

Financial Advisor for Doctors, Dentists and Medical Professionals

Physicians, dentists, and doctors often need a partner to develop a financial strategy and navigate investment decisions to reach their goals.

Financial Planning for Technology Professionals

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.

Ongoing Wealth and Asset Management

• Investment management
• Financial planning
• Retirement planning
• Tax-minded guidance
• Proactive support and ongoing review meetings
• Financial modeling and goal projections

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.