Start Here with 4 Questions

Name

Phone

1) What best describes your current situation?

Career professional -- I'm building wealth through my career and need help with financial planning and investment strategy Compensated with equity -- I receive RSUs, stock options, or other equity compensation and need help optimizing these benefits Business owner/entrepreneur -- I need strategic guidance on retirement plans, business valuation, succession planning, or exit strategies Approaching retirement -- I'm within 10 years of retirement and want to ensure I'm truly prepared Windfall recipient -- I've received significant money (inheritance, business sale, etc.) and need guidance on managing it High-net-worth individual -- I have substantial assets but question whether my current strategy is optimizing my returns Seeking second opinion -- My current financial situation isn't progressing as expected and I want a fresh perspective

3) When it comes to investing, what's important to you? *

Maximizing returns -- I want my investments to outperform the market, even if it means taking on appropriate risk Steady growth -- I prefer a balanced approach that aims for solid returns while managing risk Consistent performance -- I prefer steady, reliable returns over volatile high growth Tax efficiency -- I want to maximize my after-tax returns through smart investment planning Legacy planning -- I want to create a lasting impact through charitable giving or family wealth transfer Ethical investing -- I want my investments to align with my values while still generating meaningful growth I'm not sure -- I'd like professional guidance on what approach makes sense for my situation

4) What's your current investable asset range?

What's your biggest financial challenge or goal right now?

See if we're right for you