Our Investment Advisors
Focus on your needs, goals, and values
Evidence-based investment strategies to reliably reach your goals
Helping you simplify the complex world of investing
If you’ve received a large sum of money, you’re likely dealing with a stressful life transition such as an inheritance, stock payout, business sale or retirement. You don’t have to do it alone. No matter how much you have to invest, you can make the right choices with the help of one of our advisors. Let us carry that mental load for you.
Our advisors design your custom investment strategy, considering your unique risk tolerance and risk capacity, in order to help you attain your long-term goals.
As independent, fiduciary, fee-only investment advisors, we receive no third-party compensation, so we are working for you!
Your unique investment strategy
Designed to meet your goals
Windfalls & Inheritance
It sounds ridiculous until it happens to you, but receiving a large sum of money at once can create problems you’ve never imagined.
Tax problems abound with windfalls and inheritance. Poor execution could mean that you end up with half of what you were meant to receive, or worse, a large tax bill that you didn’t anticipate. Add a strong dose of grief to the mix and it’s easy to make the wrong decision. We’ve helped ease the stress of these decisions for many clients.
Retirement & Distributions
The finish line is really just the beginning: the beginning of a whole new way of thinking about your time and money. You’ve spent your life being a great saver, but now it’s time to start spending from that savings. For many, this can be a stressful transition, but more than that – there are pitfalls to avoid and strategies to make your money last longer that are entirely different from the saving strategies you’ve grown accustomed to.
Business Transitions & Employer Stock
How you navigate a business transition or employer stock benefits has a significant impact on your long-term success. You can avoid costly mistakes that arise from the complexity involved in closely held businesses, employer stock plans, RSUs, and stock options with a bit of education and planning.
While there is no right or wrong way, there is a way that’s best for you. We’ve got strong opinions and we’ll explain your options in plain English.