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The Wealth of Innovation®

We are an innovative, independent firm comprised of forward-thinking wealth management professionals who deliver distinctive guidance and a unique client experience to a select group of entrepreneurs, founders, and tech executives in the Bay Area and around the country. Our mission is to become an essential partner to our clients by leveraging our unique expertise and passion for problem solving as we help our clients define and pursue their vision of financial success

What we do

We bring together all the pieces of our clients’ financial lives. We understand that the complexities of wealth are often confusing and overwhelming for our clients. Therefore, it is with a sense of purpose and responsibility that we bring a mindset of” innovation while keeping things simple” to every action that we take. This approach is designed to instill confidence, comfort, and peace of mind.

Why Clients Choose us?

Through our Collaborative Approach, we provide our clients with clarity and confidence around their preparedness for the future

Our clients take comfort in the Distinctive Guidance that we provide, knowing we have our goals are completely aligned goals and that we will use every ounce of our ability and our resources to get the job done

We are ready to assist and always strive to exceed our clients’ expectations because of our commitment to providing Personal Attention

Our team serves as a resource in:

  • Wealth Planning Checklists for the Entrepreneur.
  • Understanding your Equity Compensation.
  • Venture/PE Firms – Partners' Unique Opportunities.
  • Plans for Owning Private Equity Positions.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Our Philosophy

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

About Us

A solid investment management process is the best way to create a more financially secure plan. Our investment management process includes financial analysis, measuring risk tolerance, asset allocation, investment selection, monitoring investments, and portfolio strategy and implementation including wealth management, financial planning, and other services.

Our Process

Get To Know Us