We solve problems. Whether you’re navigating a major life event, facing a complex financial decision, or simply questioning whether your portfolio is aligned with your goals, we’re here to help. We invite you to connect with us and explore how our expertise can bring clarity and confidence to your financial life.
Tax-Aware Strategies
• Optimized Portfolio Construction
• Tax-Loss Harvesting & Gain Deferral
• Tax-Aware Transition
• Roth IRA Conversion Modeling
• Asset Location Optimization
• Charitable Planning
• 1031 Exchanges & Opportunity Zones
• Concentrated Stock Diversification Strategies
• Trust-Based Tax Minimization
Investments
• Total Portfolio Management
• Strategic Asset Allocation
• Private Markets
• Real Assets
• Private Market Diligence & Sourcing
• Hedge Fund Strategies
• Alternative Investments
• Portfolio Risk Management
• Concentrated Position Hedging
• Liquidity Optimization
Individual Planning
• Comprehensive Financial Planning
• Retirement Income Design
• Pension Optimization, Lump Sum Distributions, & Annuity Analysis
• Long-Term Care Planning
• Legacy and Estate Planning
• Special Needs Planning
• Education & Gifting Strategies
• Social Security Timing Optimization
• Insurance Review
• Longevity & Inflation Stress Testing
• Monte Carlo Simulations
• Lifestyle Sustainability Planning
• Defined Contribution Retirement Plans
Business Owner Strategies
• Entity Structuring & Optimization
• Business Succession Planning
• Key Person & Buy-Sell Funding
• Business Exit Tax Strategies
• Owner Benefit Maximization
• Sale Readiness & Pre-Sale Planning
• Employee Benefits 401(k) Plans
Real Estate Strategy
• 1031 Exchanges
• Cash-Out vs. Refinancing Options
• REIT & DST Due Diligence
• Cap Rate and IRR Scenario Planning
• Investment Property Modeling
• Institutional-Grade Commercial Real Estate
