We recognize that long workdays are often a part of your corporate career.
The Bay Area’s job market is so fast-moving, competitive and, at times, filled with risks and rewards. You devote your time to work – you shouldn’t also have to worry about managing your financial life. Yet it is urgently important to make the right financial decisions.
You want experienced guidance for the many questions or concerns you have. How do I manage my assets and liabilities? Am I taking full advantage of my corporate benefits? Can I reduce my tax burden? Am I saving enough?
You can count on us to provide high-level expertise and advice for all your essential financial matters. We serve as your trusted partner to help manage your investments and mitigate your tax burden, while addressing critical issues such as corporate benefits planning, stock option planning, concentrated equity strategies, deferred compensation planning, insurance reviews, estate transfer strategies, charitable giving, irrevocable trusts and other estate planning strategies.
