Are We a Match?

You want to partner with a wealth advisor whose expertise is working with people like you. We may be a good fit for you if you:

• Are a tech professional whose money is tied to the volatile tech industry

• Want to feel confident you are in control of your financial success

• Seek a long-term, ongoing relationship with a wealth advisor with expertise in your situation

• Have investments, stock options, or RSUs worth $1 million or more