Independent registered investment advisor — opening Q1 2027
We advise attorneys and other high-earning professionals on the decisions that don't fit in a single meeting — tax planning, equity compensation, and the estate structures that hold it all together.
Our mission
To bring the same rigor you apply in your own work to your money — clear advice, written down, coordinated across tax, investments, and estate planning.
Who we serve
Associates, non-equity and equity partners navigating K-1 income, bonus timing, and the jump from salary to draw.
See how we help →RSUs, ISOs, and partnership equity — vesting schedules, concentration risk, and exercise timing that actually accounts for your tax bracket.
See how we help →Two-income families balancing childcare costs, a first serious estate plan, and a savings rate that needs a real strategy behind it.
See how we help →What we do
Each area is handled on its own, and cross-checked against the others.
Bracket management, K-1 income planning, and loss harvesting built around variable, high-earning-year income.
RSU, ISO, and partnership equity decisions — vesting, exercise timing, and concentration risk.
Trusts, gifting strategy, and structures built to keep pace with a growing estate.
Life insurance and premium-financing structures evaluated on real cost and real need.
Get started
Thirty minutes to talk through where things stand — your comp, your timeline, what you're already unsure about.
Schedule a conversation