Wealth and Tax Managementfor Busy Professionals
Grow and protect your wealth with tax-optimized strategies.
Transparent
Flat-fee pricing
Zero Lockups
Full Control
CA-Optimized
Local expertise
Tax savings identified
$68,000 this year
Financial Plan
On Track
Personalized Wealth Platform
Your Wealth. Your Rules. Our Unwavering Transparency.
Grow
Customized portfolio management for your goals.
- Aligned with your time horizon and risk tolerance
- Tax efficiency built in from the start
- You hold every investment directly
Preserve
Proactive tax strategies to improve after-tax returns.
- Tax-smart management of cash reserves
- Optimized retirement contributions
- Opportunistic tax loss harvesting
Protect
Robust risk management to shield your wealth.
- Strategic asset allocation
- Disciplined rebalancing
- Options overlay to manage stock concentration
Get clarity and control with an
integrated financial platform.
Save Money
Traditional wealth managers charge a percentage of your portfolio, meaning you pay more as your portfolio grows. Our flat fee stays the same, so you keep more as your wealth increases. One flat fee covers all your accounts, including taxable and retirement accounts.
Everything in One Place
Stop juggling multiple platforms. We bring together cash management, public equity investing, tax preparation and filing, options strategies, concentrated stock management, and real estate.
Fiduciary & Security
As a fiduciary, we are legally and ethically obligated to act in the best interests of our clients at all times. Your accounts are protected by SIPC coverage and securely held at Charles Schwab, a leading third-party custodian with bank level encryption.
Purpose built for Professionals like you
The Entrepreneur
You are a founder, business owner, solopreneur, or earn most of your income through 1099s / rental real estate / K-1s. With multiple financial priorities to juggle, you need guidance on investing business capital, Solo 401(k) planning, tax strategy, filing taxes, and optimizing cash flow. You want your hard earned wealth to work as efficiently as your business, with strategies tailored to the unique challenges of entrepreneurship in California.
The W-2 Professional
You earn a high W-2 income in California and face complex financial decisions. You value diversified investments, liquidity, tax efficiency, and smart cash management. You want coordinated investment and tax strategies that help you grow and diversify your wealth, without lockups, so you can maximize income while building long-term wealth aligned with your lifestyle goals.
Streamline your
Wealth & Tax Management
Tax Efficient
Invest in safe U.S. Treasury bills that is exempt from California state and local personal income taxes, providing higher after-tax returns for CA residents.
High Liquidity
Highly liquid with one-day settlement, giving you quick access to your funds when you need them.
T-Bill Laddering
A personalized T-bill laddering strategy aimed at potentially higher average yields while preserving liquidity.
Fiduciary Advisors You Can Trust
We are legally bound to act in your best interests. Always.
No AUM percentage fees
No hidden charges
No commissions