Financial planning is certainly about modeling and forecasting, but should also be about reducing assumptions.

Assumptions create chaos. Our process is objective and data-driven, yet reflects the boundaries and requirements of your personal goals.

We incorporate a time-tested, top-down investment approach that customizes based on your need for growth vs. protection, your ability to tolerate market fluctuation, and the cyclical nature of capital markets.

We seek to increase clients’ overall wealth position through tax alpha. Every dollar deferred or eliminated from taxes optimizes total wealth.

Making use of efficient tax strategies now, we can model and harness the power of compounded tax-savings long-term.

Some of the questions I’ve received over the years include —

“How do I avoid probate?”
“Should we place our house in trust?”
“Will my heirs be burdened in any way after I pass?”
“Do I need an attorney?”

Whether you’re a business owner, have a large family, or are an individual saver, creating a will is typically not the desired method of transferring wealth. We seek to ensure efficiency ad reduce inconvenience and costs to you, your heirs, and your overall estate.

Jason has experience working directly with some of the largest equity compensation plans in the world, ESOPs, RSUs, Grants, ESPPs, etc. Maximizing how these awards function from a goal planning and tax perspective is critical.