Your Needs

You...

// are an executive or partner working in management consulting, finance, or a similarly demanding career.

// hold a leadership role within your company, or soon expect to.

// have neither the time nor mental energy to properly manage your increasingly-complex finances; your career and/or family fully consume those scarce resources.

// are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off.

// would be eager to outsource your portfolio management, financial planning, and tax needs to a trusted expert but have never met an advisor or firm worthy of the role.

You are seeking an advisor who…

// shares a similar academic and professional background to your own.

// develops a holistic plan that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.

// understands the nuances of your career arc and financial situation deeply enough to accurately build and continuously refine projections of your household net worth.

// invests in a diversified, low-cost, tax-efficient manner.

// provides all of your needed tax services so that you don’t have to maintain a separate relationship.

// proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden.

// fiercely protects your time.