Who we serve best
Our mission is to make sure your taxes, investment strategy, and insurance portfolio are in sync. Our integrated approach is especially helpful for high-earners and those with significant and growing assets.
Executives and professionals with stock compensation, including RSUs, ISOs, and ESOPs
Investors with large, concentrated positions
First-generation wealth builders
Near-retirees and retirees with large pretax IRA and 401k balances
Business sales
Inheritances
Charitable people
Families with multi-generational wealth
Notable Employers
We are experienced in serving employees in the technology, aerospace, and manufacturing industries, including at:
Google
Microsoft
Meta Platforms
Cloudflare
Mastercard
Leidos/SAIC
The Aerospace Corporation
Whalen Engineering
The Lee Company
Cummins
Client Centered
Our business is built on a foundation of relationships. We meet with our clients across the country (and occasionally overseas) by primarily by video call, or in person at our northern Virginia and Connecticut shoreline locations.