We serve successful local individuals, families, and institutional clients including non-profits, foundations and endowments. We specialize in making work optional for technology executives and their families, working with women in transition and those planning to leave a multigenerational legacy.
As an executive, working in the information technology, clean-tech or biotechnology sectors, you’re responsible for leading your company into the future. You understand how to take calculated risks in order to reap the rewards. But your time and energy are devoted to developing your tech business, not your financial plan.
Between the time-consuming demands of your job and often complex nature of your personal financial circumstances, we understand you could use some guidance to ensure that your money is working as hard as you do. So we’ve created an efficient, consultative process to evaluate your case individually and tailor strategies around your unique circumstances.LEARN MORE
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.LEARN MORE
While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.LEARN MORE
We serve institutional clients such as non-profits, foundations and endowments. If your organization has more than $3 million in assets and you are asking these questions, we should talk:LEARN MORE
They are Financial Delegators: Our clients are people who understand the value of delegating their financial matters to professionals - so they can spend more time on important activities that cannot be delegated.