BUSINESS AND TECH PROFESSIONALS 

You're a professional working in a business or technology role in an ever-changing environment. We strive to ensure you have the guidance and expertise needed for a bright financial future. You're serious about your money and desire financial independence and sense of security for your yourself and those that matter most to you. Though, money is a complex subject and handling it in an effective manner requires time and expertise.

We understand your desires and the unique financial challenges you are faced with. We have the credentials and capabilities to help you transform your financial situation and set you up for success long-term. When working with us, we serve to be more than just a financial resource, but a true guide & mentor by your side on your path towards financial security. 

We offer a number of strategies to optimize your portfolio, while protecting your assets. Minimizing your tax exposure and diversifying your holdings into a well-structured portfolio designed to achieve your financial goals is additionally offered. Let's breathe light on your financial situation and master your money. 

Services Include

• Wealth & Investment Management
• Employee Benefit & Stock Option Analysis
• ESPP Diversification Strategies
• Estate & Legacy Planning
• Charitable Gifting
• Risk Management