There's a gap between the standard investment advisor and your tax professional.

This gap costs you time, money, and peace of mind.

To close this gap, we offer proactive tax planning and investment strategies to tech professionals and consultants.

your
top priorities

Tax
Planning

Tax efficient moves for big life transitions

Equity
Compensation

Strategies for RSUs, NSOs, and ISOs

Concentrated
Stock

Dealing with large, earned or inherited, stock positions

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ready to start
your plan?