What We Do
Simple, Tax-Efficient Compounding for Concentrated Wealth
I help people with concentrated equity, RSUs, or capital from a liquidity event actually compound it.
The approach is deliberate and narrow: stay invested, minimize unnecessary taxes, and remove the usual reasons people interfere with their own capital.
No comprehensive planning packages. No product sales. No complexity for its own sake.
Core Focus
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A simple, low-cost portfolio designed for long-term compounding. The priority is keeping clients invested and reducing tax drag through proper asset location, careful realization of gains, and opportunistic tax-loss harvesting when it matters
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Clear structure around large equity positions and vesting events. This includes tax-aware timing, coordination with your CPA, and a straightforward plan for diversification without disrupting the compounding math.
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When capital arrives from a business sale, equity event, or other liquidity event, the goal is simple: put a clean, tax-efficient structure around it quickly so it can start compounding instead of sitting idle or being over-managed.
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Fee-only and fiduciary — no commissions or product incentives
Direct access to me
Simple implementation and ongoing discipline
Tax awareness built into the structure rather than layered on as extra services
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Investment management is billed as a transparent percentage of assets under management:
Up to $5,000,000: 1.00%
$5,000,001 – $10,000,000: 0.90%
Above $10,000,000: 0.80%
Standalone consulting is available on a limited basis when a full portfolio relationship is not required.