We can help!
Sold stock, sold investment real estate, hit a big bonus, or had a major windfall—don’t let taxes take a bigger bite than necessary.
We help people just like you make smarter moves before the tax year ends to save money.
STRATEGIES FOR CONCENTRATED
STOCK POSITIONS
As an employee of a large company such as Microsoft or Amazon, you likely have large amounts of company stock (or, your portfolio is likely heavily weighted in company stock). It’s a significant portion of your compensation, and with the market going up, you probably don’t want to sell.
Sophisticated Strategies on Top of Traditional Investment Advice
We have a fully integrated team here in Bellevue to assist you with your entire financial picture. You benefit from the collective knowledge of National experts aligned around a comprehensive plan that is created around your goals and is unique to you.
Wealth Preservation
Reduced Taxes and protect the value of your company stock.
Growth Strategy
Enhanced growth for your company stock.
Wealth Disbursement
Sell your stock and minimize taxation.
Microsoft, Google and Amazon Employees Webinar
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Your Wealth Strategy Partner
We have a long history of providing solutions to executives, employees with stock grants, and entrepreneurs who have taken their company’s public.
As our name suggests, we believe that solid plans require a lot of research and due diligence. We are a boutique firm based in Bellevue, but have a national reach to top strategists through which we partner with to create your plan.
We take on a limited number of clients so that we may offer a direct advisor/client relationship with our firm’s expert in stock strategies.
We're Located in Bellevue, WA
2050 112th Ave NE
#210
Bellevue, WA 98004
Live a Richer life
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
Don't Wait Any Longer
A no-obligation introductory call is the first step toward your financial plan
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