Managing wealth is as much about being positioned for things to go right as it is being prepared for things to go wrong.
After working with financially successful individuals and families to manage their wealth for over 20 years, I’ve come to understand how emotions and money are tightly linked. Sometimes the financial solution that maximizes returns doesn’t make a client comfortable, leaving a financial plan vulnerable to being discarded at the worst possible time. As Albert Einstein said, “Everything that can be counted does not necessarily count; everything that counts cannot necessarily be counted.” It’s important to weave together a strategy that allows clients to “sleep at night” no matter what happens on the long-term journey towards helping them meet their financial goals.
- Tax, risk and liquidity planning around equity compensation from incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), employee stock purchase plans (ESPP)
- Putting idle and excess cash to work into a customized, low cost, tax-efficient portfolio
WHY WE’RE DIFFERENT
See how AdvicePeriod is reinventing wealth management
Grounded in robust planning
While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.
Fueled by unique expertise
The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.
Marked by full access and transparency
There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.
Lead by industry mavericks
We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.