Providing a better way to protect your financial health
Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We focus on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.
Meet the Team
Marc Jimenez specializes in helping individuals with their stock and option compensation and small business owners managing their concentrated wealth.
Sarah Contino specializes in assisting individuals in higher education, executives with their stock and option compensation, and small business retirement plans.
Director of Client Communications
Through her passions, experiences, and genuine desire to see others succeed, Calhoun is able to create real connections with her clients.
make a positive impact on their lives
Financial planning strategies
Everyone needs planning. Our advanced planning solutions are designed to help families, business owners, and busy executives make smart decisions. We utilize a multi-generational approach that provides measurable benchmarks with a focus on wealth accumulation, tax-planning, small business transition, risk management, and preservation of capital.