We’re a modern
financial services
firm, catering to
tech employees &
entrepreneurs.

Our comprehensive approach to wealth management means we handle everything from tax preparation to financial planning.

Financial Planning

Everyone has different personal and professional financial goals. We work closely with you to develop a custom financial plan tailored specifically to your goals and designed to help you live a life of financial freedom.

Taxes

Tech professionals are often hit especially hard by federal and state taxes. We use tax mitigation strategies, coupled with ongoing tax preparation to help you maximize your tax savings.

Investment Management

Our compensation is fee-only, which means we’re focused solely on your success, not commissions, referral fees or kickbacks. When we offer our investment advice, you know we have your best interests at heart.

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Our Clients

Our specialty is partnering with tech professionals and entrepreneurs—we’re well-versed in their unique financial challenges. We help clients navigate high rents and mortgages, pricey childcare, confusing equity compensation, and hefty federal, state, and local taxes.

We allow each client’s unique goals and dreams to guide the financial planning process. We plan for future savings, while ensuring there’s still money to enjoy the present. Since our clients are busy people, we use technology to make it easy for them to connect with us whenever—and however—they wish.

The ultimate goal is to build a lifetime partnership with our clients, working together to create a holistic vision of their best financial life.

Does this sound like you?

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How We’re Different

  • Holistic Services

    We provide tax and financial planning under one roof.

  • Stock Compensation

    We specialize in tech equity compensation —and its unique tax implications.

  • Fee-Only

    We are fiduciaries who don’t work on commissions or referrals, so we always have your best interests in mind.

  • Transparent Pricing

    We believe in transparent flat fees for our services.

  • Painless Communication

    We utilize technology so that we can work remotely to fit meetings into your busy schedule.