We provide financial solutions to the entrepreneurs, founders, innovators & executives who are the engine of today’s knowledge economy.
☎ CONTACT
20380 Town Center Lane, Suite 205 Cupertino, CA 95014
(408) 257-7711
Areas of Practice
Portfolio Management
We approach portfolio management through the lens of a Fundamental Investor utilizing a balanced asset allocation to protect principal while still providing returns designed to increase purchasing power over time.
Estate Planning
With decades of experience dealing with Domestic and Cross Border Estate planning situations, allow us to assist you in protecting the legacy you've worked hard to create for generations to come.
Tax Planning
Whether it be sizable taxable investment accounts or minimizing the taxable implications of a start up founder’s exit package from an acquiring company, the tax conversation is an essential component to any planning relationship.
Financial Planning
Life is fraught with many challenges ranging from the cost of Education to when's the right time to retire. Allow us to draft a Financial plan for you that allows one to comfortably navigate the unforseen events in the future that we all experience.
“ It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”