Broker Check
Tax-focused financial planning and wealth management

Tax-focused financial planning and wealth management

Specializing in professionals approaching retirement, recently retired, or with RSUs and stock options


Based in Westford, MA. Serving clients nationwide.

... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

... no copy here ...
An investment strategy starts with financial planning and tax planning<br/>

An investment strategy starts with financial planning and tax planning

  • Withdrawal strategies to minimize taxes
  • Timing strategies for your employer stock
  • Avoid costly mistakes
  • Achieve Peace of Mind
Get in Touch

Who We Help

Approaching Retirement

Approaching Retirement

Learn more
Science &#38; Tech Professionals<br/>

Science & Tech Professionals

Learn more
Stock Option Recipients<br/>

Stock Option Recipients

Learn more

Schedule An Introductory Call

If you believe you could benefit from working with a Certified Financial Planner, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our each other.

Get in Touch

Financial Planning

To see if you're on track to achieve your financial goals

Learn more

Tax Planning

Minimizing taxes throughout your lifetime

Learn more

Stock Option Planning

Strategies to optimize the buying and selling of your company stock

Learn more

Investment Management

Evidence-based and tax-focused investing strategies

Learn more

Our Three Step Process

STEP

1

Understand

We’ll begin by reviewing your financial situation, risk tolerance, and goals.

STEP

2

Advise

We will recommend an investment roadmap based on your financial plan.

STEP

3

Implement

We will update your plan as your life changes and adjust your portfolio accordingly.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.