How is wealth planning different from investment management?

Investment management is one chapter of the plan. Wealth planning is the whole book. It decides how much to invest, in what accounts, with what tax treatment, toward which goals, and how that fits with your estate and cash flow. The plan tells the portfolio what to do, not the other way around.

Do I need a certain amount of money to work with you?

We work best with families whose situations have real complexity. The right fit is less about a single number and more about whether coordinated planning will meaningfully change your outcome. The simplest way to find out is a short conversation.

Will you work with my existing CPA and attorney?

Yes. We coordinate directly with the professionals you already trust so the plan, your tax return, and your legal documents stay aligned. Where you need a specialist you do not have, we can make introductions.

Services

Wealth planning that connects every decision to one plan

Most financial advice arrives in pieces: an investment idea here, a tax tip there. We build the plan those pieces are supposed to serve, then keep it current as your life changes.

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Why this matters

When your investments, taxes, estate documents, and cash flow are managed in separate silos, decisions work against each other. A move that looks smart in your portfolio can create a tax bill you did not see coming, or undo something your estate attorney set up years ago.

Planning first means every recommendation is measured against the same goals. You get a clear picture of where you stand, what to do next, and why, not a pile of products to assemble yourself.

The work

What we do

Map your full financial picture: assets, liabilities, income, equity comp, and the people who depend on you.
Build a written plan with specific next steps, then prioritize them by what moves the needle and what is time-sensitive.
Coordinate directly with your CPA and estate attorney so the plan, the tax return, and the documents agree.
Stress-test the plan against the decisions you are actually weighing: a move, a sale, a sabbatical, a market drop.
Refresh the plan when life changes, not once a year out of habit.

Who this is for

Wealth planning is the umbrella over everything else we do. It matters most when your situation has more than one moving part: equity compensation, a business, a blended family, or a retirement that is finally in view.