True wealth is measured in hours, not dollars.
We help high achievers buy back time, minimize taxes & build lasting wealth.
Are we the right fit?
We work with high-income professionals and business owners who want to build wealth without getting lost in tax codes, investment strategies, or financial guesswork.
Our job is to simplify the process so you can focus on growing your business, maximizing your income, and living life on your terms.
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When you make over $500K, taxes and investment decisions aren’t simple. We’ll help you keep more of what you earn and structure your wealth for long-term growth.
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Running a business is demanding enough—your personal finances shouldn’t add to the stress. We’ll handle tax planning, investments, and cash flow so your wealth grows alongside your business.
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Reaching financial independence requires careful planning, and high fees can slow you down.
Our flat-fee approach ensures you get expert tax and investment strategies without compounding advisory fees eating into your returns.
We’ll help you optimize your portfolio, minimize taxes, and create a plan to help you reach financial freedom as soon as possible.
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Stock options, RSUs, and equity compensation come with tax challenges. We’ll help you make smarter decisions to avoid unnecessary taxes and maximize your earnings.
Plan
Planning for every aspect of your financial life—from paying off debt to exiting a business.
Invest
Investment strategies built to grow and protect your wealth while aligning with your goals and values.
Relax
We coordinate with your legal and tax advisors so you can focus on what matters most.
We’ll help you build the life you want.
A human-first approach that puts your goals and lifestyle at the center of everything we do.
Built specifically for high-earners who want a personalized, hands-on approach to their finances.
Simple, transparent pricing—no commissions, no compounding fees, and no surprises.
Technology that puts you first.
✔ Tax-smart planning tools to help you keep more of what you earn.
✔ A seamless, mobile-friendly experience—something rare in finance.
✔ Real-time access to your financial plan & investments.
