Who We Help 

Doctors, dentists, attorneys, and real estate consultants have unique ownership interests in their practices, with substantial portions of their personal assets held in retirement plans, cash accounts and the business itself. Managing and all three are important to the overall financial picture. We help them with managing spending plans, expansion plans and maximizing contributions into their retirement plans.

Business owners need accountable options for maximizing cash management, retirement plan options and managing those plans They usually have a significant portion of their net worth built up in those businesses, which can present a need for diversification. They also have significant discretion in the operation of their businesses and hence their financial situation. Lastly, key employees are the lifeblood of most successful companies. We help to make sure they feel you care about them by helping them with their wealth and retirement planning.

Located in the heart of Silicon Valley, many of our clients work in high technology and bioscience industries. We focus on how to make the most of your 401(k) plan, deferred compensation plan, and other employee benefits. We advise these clients on maximizing after-tax proceeds of equity compensation including stock options, restricted stock, restricted stock units (RSUs) and employee stock purchase plans (ESPP).