Maximize Wealth by Minimizing Taxes
I help engineering executives turn tax friction into compounding fuel— using legal, transparent strategies you can hand to your CPA.
Our Services
Tax Planning
Strategize to reduce your tax burden while aligning with your career and goals.
Retirement Planning
Plan for financial independence and lifetime income with a tax-smart approach.
Estate & Legacy
Design structures that protect your family and transfer wealth efficiently.
RSU & ISO Vesting
Optimize vesting and exercises for maximum after-tax benefit and flexibility.
What Clients Get
Legal & Ethical
Incentives in the tax code—never loopholes.
Tax‑first Growth
We optimize after‑tax outcomes, not just returns.
Built for Execs
We specialize in aligning income and complex equity with your goals.
What I Do
Your Financial Quarterback
Your Financial Quarterback — coordinating tax, investments, estate, and cash flow strategies so every move works together toward long-term wealth and legacy.
Tax Planning
Reduce your tax burden while aligning with your career and goals.
Retirement Planning
Plan for financial independence with a tax‑smart approach and lifetime income.
Estate & Legacy
Protect your heirs and transfer wealth efficiently with thoughtful structures.
RSU & ISO Vesting
Optimize vesting and exercises to maximize your after‑tax benefit and flexibility.
Philosophy
Too often families focus on just one piece of the financial puzzle. A holistic approach connects taxes, equity and estate so the decisions you make today align with your long‑term goals and safeguard the legacy you wish to leave behind.
- See the big picture – integrate all stages of your financial life to align short‑ and long‑term goals.
- Protect your legacy – plan how assets will be preserved and transferred efficiently for generations.
- Adapt with change – build strategies that navigate shifts in markets and tax laws while maximizing opportunities.
- Change your mindset to focus on big gains – small wins matter, but the major levers build a lasting legacy.
Clarity: one plan linking taxes, equity & estate Confidence: a trusted partner coordinating your advisors Momentum: focus on high‑impact moves that accelerate progress
Ready to uncover your opportunities?
In 15 minutes, we’ll see if there’s a fit and point you to the next steps.
We’ll discuss your challenges and identify opportunities Transparent scope and respect for your existing advisor relationships