About Us

Who we serve

Our typical clients are Tech Professionals, Lawyers, and other mid-career professionals that are incredibly busy, very smart, and believe in getting professional advice.

We may be a good fit if:

You have equity income

You want to minimize lifetime taxes

You want to make work optional

View our Services

About You

You have worked hard to get where you are, it's time your money works as hard as you do

◆ The financial industry has made managing money more complicated and expensive than it should be, layering on complexity and unnecessary jargon.

◆ You're smart and capable but navigating endless opinions online can leave you feeling more overwhelmed than informed.

◆ You’ve worked hard to give your family every opportunity they deserve.

Our Values

We strive to live out our values in everything we do. These values are rooted in Stoic philosophy but are present in many philosophies throughout the world.

Wisdom - Understand what is important and what is not, what is in your control and what is not.
Kindness/Justice - be honest and fair, give when you can, avoid debt and fraud, and contribute to the common good.
Temperance - live within your means, avoiding unnecessary expenses, and be content with what you have.
Courage/Fortitude - take calculated risks, invest in long-term opportunities, and face financial challenges with resilience and optimism.Learn more about how our philosophy or investing philosophy