However you got here—whether your options vested or you cashed out of your company—our process of creating a truly personalized plan will empower you to move forward with confidence.
It could be a surprise windfall, or the result of years of hard work and dedication. You may have grown and run a successful business, and then sold it. Whatever the circumstances, effectively managing a large amount of capital requires a strategy and a specific set of skills.
Our team will help you articulate your goals and get to the heart of what’s most important to you. And the plan we create will be designed to help you accomplish them. We’ll analyze your cash flow needs, review and balance your investments and help you manage any tax or estate planning ramifications.