We build portfolios and manage investments based on your financial goals. We use a variety of strategies to determine the appropriate investments to optimize returns while managing volatility. We use a disciplined, research-driven investment approach based on proven academic principles. By combining rigorous analysis with continuous monitoring, we strive to align your investments with your financial goals while adapting to evolving market conditions.

We provide personalized wealth management and financial planning services designed to help clients achieve their financial goals with clarity and confidence. Our approach is rooted in an understanding of each client’s unique circumstances, risk tolerance, goals, and long-term aspirations. We offer:

Investment Management

• Strategic asset allocation

• Concentration management

• Portfolio construction

• Portfolio optimization

• Risk management

• Active and passive investment strategies

• Tax-loss harvesting

• Direct Indexing

• Separately Managed Accounts

Financial Planning

• Retirement planning

• Cash flow analysis

• Goals-based planning

• What-if Scenarios

• Tax Strategies

• Tax Management through efficient investment structuring

• Coordination with CPAs or tax advisors

Estate Strategies

• Will and trust coordination

• Wealth transfer strategies

• Charitable giving and legacy planning

Business & Succession Planning

• Strategies for business owners

• Transition planning and liquidity events

Single-session consultation services for do-it-yourself investors seeking a professional portfolio review. Ideal for self-directed or brokerage clients who select investments independently — whether through personal research, networks (friends, family, social media), financial influencers, or commission-based professionals — and are looking for an educational discussion with a financial advisor.