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.
Client Service Associate
Jordan Bennett helps clients smoothly onboard to CAM, open new accounts and navigate their day to day needs.
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.
If you want to see, perhaps even enjoy, an exercise in futility, run a search in Google on this phrase: 2019 predictions about the stock market in 2020 As you’ll find, the search returns dozens of articles containing hundreds of predictions from market pundits about how they expected 2020 to unfold for the economy and […]
It is no secret 2020 took the world by surprise and will be the year we all remember. It also seems investors have learned there are many things we certainly cannot control. However, when it comes to financial planning, and in particular tax and retirement planning, there are significant opportunities we all should consider now […]
What History Tells Us About US Presidential Elections and the Market It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a century of returns shows, stocks have trended upward across administrations from both parties. Stocks have rewarded disciplined investors for […]