Frequently Asked Questions

General & Fiduciary

It means I am compensated only by the fees you pay me. I do not sell products, earn commissions, or receive third-party referral payments. This removes a major source of conflict and keeps the advice objective.
The office is in Cobble Hill, Brooklyn. I work with clients locally in New York City and virtually with clients across the United States.
Yes. As a Registered Investment Adviser, I have a legal duty to put your interests ahead of my own at all times.

Yes. A core part of my work is helping professionals with concentrated RSUs or other equity compensation decide how and when to liquidate, manage the tax consequences, and diversify into a broader portfolio. I coordinate closely with your CPA on timing and tax payments.
Closely when it matters. For equity sales, vesting events, or large tax years, I coordinate timing and share relevant details so your CPA can plan accurately. The goal is clean coordination, not overlapping advice.
Not necessarily. Many relationships begin with the concentrated position or the capital from a liquidity event. We can decide what makes sense during the first conversation.

I never take custody of client assets. Accounts are held at independent institutional custodians (such as Charles Schwab or Altrusit). You retain full access and receive statements directly from the custodian.
Simple and long-term. The focus is on low-cost, broadly diversified portfolios designed for compounding, with tax efficiency built into the structure. The priority is staying invested and avoiding unnecessary interference.

I typically work with people who have $1 million or more in investable assets, usually from equity compensation or a liquidity event.
Yes. The initial conversation is free, confidential, and carries no obligation. It is simply to understand your situation and see whether there is a fit.
You can reach out through the Contact page or call (646) 980-9724.