Professionals & High-Earning Families
You’ve worked hard to build a successful career—now it’s time to make your wealth work just as hard for you.​ We serve high-performing professionals and families who are navigating the unique challenges—and opportunities—that come with earning more. Whether you're a physician juggling practice demands, a dual-income couple balancing equity compensation, or an executive with complex benefits packages, we help you simplify the financial noise.
Optimize Your Equity Comp
We help you make sense of RSUs, ESPPs, and stock options—so you don’t leave money (or tax savings) on the table.
Plan for Retirement on Your Terms
You’ve earned a strong income—now let’s translate that into long-term security and freedom, whether you retire early or not.
Build and Protect Your Legacy
From family trusts to charitable giving, we help you shape a legacy that reflects your values and supports your future generations.
Design a Tax-Smart Wealth Strategy
Minimize what goes to the IRS and maximize what fuels your goals—with coordinated tax and investment planning.
Coordinate Complex Cash Flow
Between bonuses, equity payouts, and income from multiple sources, we build a plan that keeps everything in sync.
Personalized Portfolio Management
Your investments should reflect your life—not just your risk tolerance. We build custom portfolios aligned with your priorities and time horizon.