Our Clients
Technology Industry Employees
With 10 years of work experience in the tech industry, we know firsthand the tax, diversification, and wealth accumulation challenges created by the compensation packages at technology companies. We build strategies to meet those challenges while also addressing the other planning concerns you and your family have. You will be hard pressed to find a financial advisor who is both a CFP and a CPA with 10 years of experience as an employee in the tech industry. Ultimately, we understand you in a way no other advisor will.
Construction Industry Employees
What started as one client in the lumber supply industry in the first year of our practice has organically grown into a broad cross section of clients throughout the home construction industry. Setting aside the unique financial strategies we bring to bear for these people, we realized over time that these are some of our favorite people to work with. And so began our concerted effort to grow within the construction industry. Be it the companies that pour the slab, those that deliver the raw materials, right up to the ones who install the A/C, we provide the financial peace of mind for the employees who make those things happen. And we love every second of it.
Owners of Closely Held Businesses
As business owners ourselves, we know that you do not view your business as small. So we don’t treat it is as such. We bring the same resources, strategies, and planning to bear that one would expect at the largest of companies. Be it choosing the right company retirement plan, advice on business succession planning, implementing executive compensation plans, or simply planning for you and your family, you’ll receive the same white glove service from us that you would expect at a Fortune 500 company.
Families & Individuals
Impact. The opportunity to leave an indelible mark upon the financial lives of everyday people. A chance to not only bring the financial and life goals of our clients within reach, but a chance to change the lives of their children and their grandchildren for the better. That’s what led us to a life spent in financial planning. To this day, it’s these families and individuals that remain the heart of our motivation in this industry.