We are a boutique, independent financial planning and investment management firm delivering true financial security to high-net-worth families and businesses in the Sacramento region. We achieve this through our comprehensive planning process, goal prioritization, and collaboration with our clients’ tax and legal advisors. As a fiduciary, we ALWAYS work in your best interest. Our commitment to education and our combined experience brings us a deep specialization in helping successful people with complicated financial situations. We bring clarity around the issues and implement unbiased, straightforward solutions. New clients typically reach out to us when experiencing a life changing event: • Are you considering the sale of your business and wonder how the exit will impact your life and how you’ll manage the proceeds to meet your long-term objectives? • Are you confident you’re on track for retirement but lack a disciplined plan to generate income? • Have you recently inherited a substantial amount of money and you’re not sure how to responsibly manage it? Create a plan and turn over the day-to-day management of your finances to experts so you can go live your best life! Contact us today to schedule a 30-minute call.