What we do

Your plan and your portfolio, working as one.

Precise about what each service includes and what it doesn’t, because specificity is how you should evaluate any advisor.

Services

Globally diversified, liquid, risk-managed portfolios guided by Global AI® and customized to your objectives and tolerance for risk.

A structured process: a guided intake, a five-module core plan, a progress scorecard, and recurring reviews.

Spending, income sources, withdrawal sequencing, and investment risk brought into one coordinated plan.

Forward-looking tax decisions made during the year, in coordination with your CPA.

IncludesReviewing returns for opportunities, Roth conversion analysis, tax-aware withdrawals, charitable strategies

Not includedPreparing or filing tax returns; that stays with your CPA

Connecting your financial plan with your intentions for family and philanthropy.

IncludesBeneficiary and account-titling review, coordination with your estate attorney

Not includedDrafting wills, trusts, or other legal documents

Education funding, including 529 plans, preparing the next generation, and the financial questions that come with major life transitions.

Claiming decisions and how benefits fit your broader income plan.

Systematic investment strategies for foundations, endowments, trusts, and other institutional investors.

The relationship

Start with a conversation
Talk through your goals, questions, and whether we’re a good fit.
Build the full picture
Review the financial information that matters to your priorities.
Put the plan to work
Agree on recommendations, responsibilities, and next steps.
Stay connected
Revisit your plan and portfolio as circumstances change.

Tell us what’s on your mind. We listen, ask insightful questions, and tell you plainly whether we’re the right fit.