Managing wealth rigorously, practically
Our analytical approach to wealth management and investing often appeals to practical problem solvers who work in dynamic problem spaces. The market, while not precisely a black box, often produces counterintuitive outcomes resulting from complex interactions, unknowable inputs and significant social factors. We believe the market is rational, over time – its own time – but that doesn’t make it any easier to schedule. As a result of the market’s essential unreliability, we are transparent about our assumptions, vigilant about risk and open to opportunities that meet our criteria.
More than giving advice for you to take or leave, we aim to become your partner – always ready to discuss ideas and present our rationale – helping you identify areas of either opportunity or concern. We offer experience and knowledge and enjoy working with those who similarly value rigor, curiosity and credentialing.
High-income, high-benefit strategies
With high salaries and expansive benefits relative to other employees, engineers enjoy opportunities and challenges distinct from other investors. We work with our clients to help them take advantage of these perks, aiming to leave nothing on the table and then creating an investment plan and wealth strategy designed to grow their financial position independent of employment. Strategies include:
- Retirement planning
- Asset diversification
- Income diversification
- De-risking concentrated stock positions
Wealth event management
Cashing out as a founder or equity employee can create a complex, high-stakes moment for one’s personal finances. By planning ahead, we can better serve your financial position with a mind toward lifestyle goals, tax efficiency and opportunities to continue growing your wealth.