For those who’ve already built success - and want to protect it.
You’ve worked hard to get where you are. Your financial life now has moving parts - income, equity, taxes, investments, goals. We provide the structure and partnership to navigate it with clarity and confidence.
High-Earning Professionals
As your income grows, decisions compound. We help bring order, intention, and long-term strategy to your financial life - so every choice aligns with your future.
Common Situations:
- Increasing compensation and bonus variability
- Planning for family, housing, or lifestyle transitions
- Wanting a clear, organized financial plan
Executives & Founders with Complex Compensation
Equity, vesting schedules, liquidity timing, and tax planning require thoughtful coordination. We help evaluate decisions in context - not in isolation.
Common Situations:
- ISOs, RSUs, ESPP, deferred compensation
- Preparing for liquidity or transition events
- Balancing concentration risk with personal priorities
Business Owners & Private Investors
Your finances don’t live in a spreadsheet - they live in your business, your income, your legacy, and your time. We bring continuity and structure to long-term wealth decisions.
Common Situations:
- Multi-entity and multi-income planning
- Capital allocation and reinvestment discipline
- Coordinated tax and estate planning with existing advisors
