A coordinated approach to complex wealth.
Odds are you already have advisors in place: a CPA, an estate attorney, sometimes a family office. Our job is to coordinate them, not add another voice.
It starts with a conversation, not a pitch.
A confidential conversation about your situation and whether we’re a fit. If we are, you’ll have a plan and a fee, specific to you, before you commit to anything. From there, we handle the moving parts: the accounts, the paperwork, the follow-through. And we stay with it, revisiting the plan as your life and the markets change.
No two families follow the same path. The work is shaped around yours.
Investment Management
A portfolio shaped by your goals, timeline, and tax situation rather than a template.
- Regular review of your holdings, with rebalancing as your circumstances change
- Investments coordinated with your financial plan
- No proprietary funds, and no compensation for directing assets to specific products
- Your assets held in your name at Charles Schwab, accessible to you directly and independent of us at all times
Financial Planning
When your life changes, the plan changes with it. Retirement, cash flow, insurance.
- Retirement planning, including when to retire and how to structure your income
- Cash flow and insurance
- Planning ahead of a liquidity event
- Giving to the next generation without creating problems for them
- A plan revisited when your life changes, not just on an annual schedule
- Every investment decision anchored to the plan
Estate & Trust Coordination
Documents say what you want. We work with your estate attorney so your accounts and entities do too.
- Making sure your beneficiary designations and account titling match your estate plan
Tax Planning Coordination
Withdrawal sequencing, charitable giving, Roth conversions, and gains harvesting, coordinated with your CPA. Want the return filed too? Our affiliated tax practice, Sharper Image Tax Services, can handle it.
- Looking at your tax return alongside your portfolio
- Flagging the withdrawal sequencing that affects your bracket
- Coordinating Roth conversions and charitable giving
- Working with your tax preparer so the two plans agree
Business Owners & Liquidity Events
A sale is three decisions, not one: how it's structured beforehand, where the proceeds go, and who you are afterward. That last one is rarely a financial question, and it deserves as much time as the first two. And if the business needs a finance function in the meantime, bookkeeping, forecasting, or a CFO you don't have to hire, we can bring in our affiliated firm, TrueInsights CFO.
Multi-Generational Planning
Family meetings, next-generation education, and governance, so the handoff is planned, not improvised.
Paying for school has its own section.
What each school will actually cost, how aid works, and where a 529 fits. All in one place.
Visit Education PlanningReady to talk?
If your financial life has more moving parts than one advisor can hold, that’s the work we do.
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