Our Specialties

Financial Independence Planning for Key Employees in Medical Technology Companies

But when it comes to their finances, they have a lot of questions:

MOST PEOPLE COME TO A FINANCIAL ADVISOR EXPECTING TO GET INVESTMENT ADVICE ONLY.

We provide a Total Wealth Management Service that includes:

Because we specialize in helping professionals in the MedTech industry, we understand the importance of equity award and benefits plans for key employees in Medical Alley companies. We work with you to maximize your benefits, reduce your concentration risk, and help you make informed decisions regarding your stock options, restricted stock units, and other equity compensation.

Our goal is to help you build wealth, achieve financial goals, and reduce the risk of being overly concentrated in one asset class.

Our Total Wealth Management service involves creating a plan for accumulating and distributing wealth over time, while minimizing taxes and managing risk. We will work with you to develop a comprehensive plan that takes into account your goals, risk tolerance, and tax situation.

Our goal is to help you achieve financial security and peace of mind, knowing that you have a plan in place for your financial future.

In our investment portfolio management service, we create a customized investment strategy based on your financial goals, risk tolerance, and time horizon. We help you build a diversified portfolio that is designed to help you build wealth over the long term while managing risk.

We develop a plan to minimize your tax liability while achieving your financial goals. We will work with you to identify tax-efficient investment strategies, explore tax-saving opportunities, and optimize your tax situation.

By minimizing your tax liability, you can keep more of your hard-earned money and reinvest it in your financial future.

Our estate and charitable planning service involves designing a plan for the transfer of your assets to your heirs and charitable organizations. We will help you navigate the complex estate planning process, minimize estate taxes, and ensure that your assets are distributed according to your wishes.

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Whole-life Perspective to help Clarify your Goals and Align your Capital with Your Values

Ready to Get Started?

The first step is a quick conversation to see if we can help.

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Our calls are always relaxed and pressure-free.