MEDICAL, TECH & BROADCAST MEDIA PROFESSIONALS

Whether it’s assistance with cash flow, RSUs and stock options, or achieving financial stability in a volatile field, we’ll partner with you to manage your investments, educate you on particular financial risks, and potential rewards associated with your specific career path, and ultimately create and implement a personalized financial action plan for you.

We will guide you through each stage of life, whether you’re saving for your first home or a child’s education, seeking to utilize wealth to achieve life goals, or planning for a comfortable retirement. We’ll work together to protect and grow your savings, to act as a sounding board for your ideas, and eventually to offer advice on Social Security optimization, retirement income planning, and estate and legacy design.