There's a gap between the standard investment advisor and your tax professional.

This gap costs you time, money, and peace of mind.

Let your personal Chief Wealth Officer close the gap with custom planning, modern investment strategies, and coordinating your professional team.

how we do it
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Your plan is anchored in your family's unique vision. We will take the time to help you develop your goals and understand where you're starting from today.

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We will organize your information, analyze your current situation, review opportunities, and make recommendations to help you move forward to your goals.

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Planning isn't a one-time event. Your Chief Wealth Officer can help you monitor and maintain your plan as life changes and make sure your team gets things done.

who we are

We are investment and tax planning partners for tech professionals and consultants who are frustrated by the gaps in their planning team.

We'd like to help you fill them.

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your plan?