Yes
Charitable & Planned Giving, Comprehensive Financial Planning, Estate Planning (Wills, Trusts etc), Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc), Taxation
I partner with 𝗳𝗶𝗿𝘀𝘁-𝗴𝗲𝗻 𝘄𝗲𝗮𝗹𝘁𝗵 𝗯𝘂𝗶𝗹𝗱𝗲𝗿𝘀 and 𝗶𝗺𝗺𝗶𝗴𝗿𝗮𝗻𝘁 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀, often 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝘄𝗲𝗮𝗹𝘁𝗵, who want a coordinated strategy to grow, protect, and translate success into legacy.
Many of my clients have “𝗺𝗮𝗱𝗲 𝗶𝘁” 𝗼𝗻 𝗽𝗮𝗽𝗲𝗿: 𝗵𝗶𝗴𝗵 𝗶𝗻𝗰𝗼𝗺𝗲, 𝗲𝗾𝘂𝗶𝘁𝘆 𝗰𝗼𝗺𝗽𝗲𝗻𝘀𝗮𝘁𝗶𝗼𝗻, 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀, 𝗳𝗮𝗺𝗶𝗹𝘆 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀, 𝗮𝗻𝗱 𝗺𝗮𝗷𝗼𝗿 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗮𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘁𝗶𝗺𝗲.
The challenge is that 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆, and complexity demands planning that connects taxes, investments, and long-term legacy.
𝗪𝗵𝗼 𝗜 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵
👉 First-gen wealth builders and immigrant professionals (often the first in their family to build significant wealth)
👉 Typically $𝟭𝗠+ 𝗶𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗮𝗯𝗹𝗲 𝗮𝘀𝘀𝗲𝘁𝘀, with multi-layered planning needs
👉 Often physicians, attorneys, and other high-achieving professionals navigating complex financial decisions
𝗜𝗳 𝘆𝗼𝘂’𝗿𝗲 𝗻𝗼𝘁 𝗮𝘁 $𝟭𝗠 𝘆𝗲𝘁
✅ I take on a limited number of rising first-gen professionals who want ongoing planning and a system to reach that milestone intentionally.
𝗖𝗼𝗺𝗺𝗼𝗻 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝗜 𝗵𝗲𝗹𝗽 𝘄𝗶𝘁𝗵
👉 RSUs, ISOs/NSOs, ESPP, executive compensation
👉 Tax strategy and tax-aware decision-making (EA perspective)
👉 Multi-account consolidation and coordinated implementation
👉 Business ownership / real estate decisions and cash-flow planning
👉 Retirement planning, protection planning, and legacy/estate coordination
𝗛𝗼𝘄 𝗜 𝘄𝗼𝗿𝗸
Planning first, always, and advice-driven design around your full balance sheet, so every decision supports the bigger plan (not just the portfolio).