Your Investment Advisory Team
Founder, Portfolio Strategy Officer
Investment Committee Member
Chief Operating Officer
Principal, Investment Committee Member
Chief Compliance Officer
Principal, Investment Committee Member
Managing Partner
Investment Committee Member
Client Services Associate
Client Services Manager
Operations Assistant
Services to Management Risk and Simplify:
- Cash flow Planning
- Education Planning
- Retirement Income Planning
- Stock Option Planning: ISOs, NSOs, or 83b election planning
- RSU Planning
- Charitable Giving Planning and Administration
- Qualified Small Business Stock Planning and Tracking
- Tax planning with portfolio structure and Income needs
- Estate Planning Considerations
- Pensions Option Considerations