Executives and Professionals

Whether you’re a software engineer, data scientist, or tech entrepreneur, our team has an intricate understanding of your unique needs. We provide wealth management solutions crafted for navigating your company stock and overall picture.

Near Retirement

We'll remove the uncertainty surrounding the question, "Can the nest egg I've built over my working life sustain me for 30+ more?" Leveraging our expertise in navigating pensions, rollovers, and various retirement accounts, we formulate comprehensive strategies to optimize your financial security and provide peace of mind as you embark on this next chapter of your life. This includes tailored withdrawal strategies designed to maximize your income while preserving your wealth for the long term. Our goal is to safeguard your legacy and ensure a stable financial future for you and your loved ones.

Emerging Wealth

Investing early gives you a head start on accumulating wealth. Time is your most valuable asset as an up-and-coming entrepreneur, rising executive, or young professional. Our team is committed to offering you personalized guidance with timely planning and proactive thinking so you can spend time doing what you enjoy most. We provide the support and expertise you need to make informed decisions and secure your financial future.

Women

For women, several considerations can have a big impact on their financial life — longer lifespans, the persistent gender pay gap, greater time spent out of the workforce, and growing wealth are just a few. We understand that women face unique challenges and opportunities in managing their finances. Our specialized approach recognizes and addresses these factors, offering tailored wealth management solutions to help women take a seat at the table.

Business Owners and Retirement Plans

With Laurie’s firsthand experience as a business owner, she recognizes the intricacies of managing business and personal finances. Our comprehensive wealth management solutions encompass a range of retirement plans designed to help you and your employees secure your financial futures.