Investment Management

Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” This theory has been thoroughly researched and supported for decades by leading financial academics, including several Nobel Prize winners.

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Retirement Planning

The decisions you make today will allow you to realize your goals and dreams tomorrow. We assess your current situation, provide you with a plan and recommendations, and work with you to stay on track through all the phases of your financial life.

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Social Security and Medicare Planning

Social Security benefits have become an increasingly important source of income during retirement, and the decisions about when and how to take them have become increasing complex as well. Claiming benefits before your Full Retirement Age (FRA) can permanently reduce your benefits, while delaying benefits beyond your FRA can increase your benefit by 8% per year.

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Executive Equity and Compensation Planning

Equity compensation can play a major role in the creation of wealth for corporate executives as well as employees of early-stage companies, particularly in the biotechnology, life sciences, and information technology industries. While stock incentives are an important component of compensation, it is also important to understand and manage the risks that can accompany equity programs. Expert analysis and planning are required to maximize the opportunity these benefits present while minimizing the impact of taxes.

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Financial Planning

We offer guidance on a wide range of financial decisions that can affect your long-term goals. Our expertise allows you to have peace of mind in a complex financial world, knowing that you have a roadmap to follow and a team dedicated to getting you to your destination.

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Education Planning

Higher education costs represent a significant financial expense for many families.  Tuition, room and board, books and fees average $23,000 per year in 2015 at a 4-year public college, with the University of California averaging $32,000. A private university can range up to $65,000 per year.  Given that tuition and fees continue to increase at a higher rate than general consumer inflation, it is important to get the most out of your college savings.

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Charitable Giving

Providing support for causes that they care deeply about is of vital interest to many clients.  We develop a thorough understanding of your philanthropic intentions and recommend strategies that include annual gifts as well as the creation of a long-term legacy that reflects your values. 

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Support and Communication

We support clients in many ways, not only in the construction and maintenance of portfolios, but also as trusted advisers on a broad range of financial issues.

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