Wealth Management

Portfolio Management

Expertly managed portfolios designed to achieve your specific goals, based on your unique circumstances.

Retirement Planning

Navigate one of the biggest decisions of your life. Learn how to move from earning a paycheck to living on passive income.

Wealth Transfer

Create a legacy by structuring assets to pass to your heirs or charities while reducing or eliminating estate tax liability. Whether you need a simple trust and will or something more complex like a GRAT, CRAT, or IDGT . We can help.

Asset Protection

One of the most overlooked, yet most important aspects of wealth management is Asset Protection. As an attorney I focus much of my planning on making sure the assets you have accumulated are protected from creditors. Plans are designed with

asset protection in mind.

Tax Planning

Move beyond just crunching numbers at tax time. Create a proactive strategy that looks long term. Our software can compare multiple strategies side-by-side over time to ensure you are on the right track.

Business Strategy

Every business owner could use a second set of eyes. Add an outsourced “CFO” to your team to help get your business to the next level.

Executive Strategy

Maximize your company benefits with ongoing reviews of your RSUs, ISOs, health plans, and more.