I focus on clients with concentrated positions, tax planning and private investments. My background is in portfolio management (fundamental & technical analysis) and tax planning.
Navigate joint financial decisions, tax strategies and legacy planning together.
Build financial independence and long-term security on your own terms.
Build financial independence and long-term security on your own terms.
Coordinate wealth strategies across generations for lasting family prosperity.
Navigate executive compensation, deferred comp and complex tax situations.
Sophisticated wealth strategies for C-level executives and their families.
Maximize wealth accumulation with sophisticated tax and investment strategies.
From startup equity to exit planning - guidance through every growth stage.
Navigate military benefits, TSP optimization and transition planning.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive tax planning and preparation services.
Optimize executive deferred compensation and NQDC plans.
Sophisticated strategies for sustainable retirement income.
Comprehensive financial planning for business structure and cash flow optimization.
Market commentary and investment perspectives
Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
Read More
Securities-Backed Lending: Strategy for Alternative Liquidity
Securities-backed lines of credit, also called pledged asset lines, allow eligible investors to borrow against a taxable investment portfolio without selling securities. They can provide liquidity for taxes, large purchases, or other short-term needs while allowing the portfolio to remain invested.
Read More
The AI Boom: Why History Doesn't Always Reward the First Investors
Every generation encounters a technology that feels unlike anything before it. Today, that's artificial intelligence. Corporate profits represent one of the largest shares of the economy in decades, and hundreds of billions of dollars are flowing into data centers and power infrastructure. History offers examples of transformative technologies changing the world while many early investors failed to earn the returns they expected.
Read More