Wealth management
Ongoing portfolio management coordinated with tax, estate, and cash-flow planning. Includes rebalancing, tax-loss harvesting, withdrawal sequencing, and annual plan review.
Retirement income planning
Designing the transition from earning to drawing down: withdrawal strategy, Social Security timing, Medicare and IRMAA planning, and stress-testing the plan against a poor sequence of returns.
Tax planning
Multi-year projections, Roth conversion strategy, asset location, charitable giving structure, and coordination with your CPA.
Equity compensation
RSU, ISO, and NSO planning, concentrated position diversification, and 10b5-1 scheduling for insiders.
Estate coordination
Beneficiary review, titling, trust coordination, and working alongside your attorney so the plan on paper matches the accounts in practice.