The trajectory just shifted. Success brought sophisticated challenges—complex compensation, new tax implications, and higher-stakes decisions. We bring clarity to the complexity so you can focus on what you do best.
Your years of training may have delayed your wealth-building, but your income potential remains strong. The challenge is making your money work as efficiently as you do.
Balance student loan repayment strategies with retirement contributions when starting your wealth-building journey later in your career.
Leverage tax-advantaged accounts like backdoor Roth IRAs, 401(k)s, and HSAs during high-income years.
Evaluate disability insurance coverage to protect your earning potential and understand malpractice insurance needs.
Structure practice ownership buy-ins, partnership decisions, and retirement catch-up strategies.
Emily is 45, a successful physician with a busy practice. After years of medical school, residency, and fellowship, she’s finally enjoying strong earnings—but she’s also juggling student loan debt, complex taxes, and limited time to manage her finances. She wants her money working as hard as she does, but she isn’t sure how to balance today’s demands with future security.
Your equity compensation and specialized career paths create unique wealth-building opportunities, but they also come with complex timing and tax decisions that require careful planning.
Exercise stock options, manage equity compensation, and sell company shares with tax implications in mind.
Plan for IPOs, acquisitions, and address concentration risk when most of your wealth is in one stock.
Evaluate benefit packages during career transitions across research institutions, startups, and established companies.
Make tax elections and create strategies when your compensation leads to unexpected tax situations.
Manage cash flow when your wealth is tied up in vesting schedules and trading windows.
Priya is 39 and works as a researcher who recently transitioned from academia into biotech. She’s passionate about her work but faces fluctuating income, stock grants, and the challenge of planning for the future while balancing student debt and family expenses.
Alex is 34 and works at a rapidly growing tech company. Between stock options, an ESPP, and the possibility of an IPO, his financial picture is both exciting and complex. He knows these opportunities could build real wealth—but he also worries about taxes, sudden windfalls, and concentration risk.
Your business creates wealth in ways that affect both your company’s success and your family’s financial security.
Plan for when and how to sell your business while preserving its value.
Decide how much to pay yourself versus reinvesting in business growth.
Manage cash flow between business needs and personal financial goals.
Protect your family’s wealth while planning for the business to continue after you.
David is 52 and owns a successful construction company. His personal wealth is tied closely to his business, and while he’s built something meaningful, he worries about cash flow, risk, and eventually transitioning the company to the next generation—or selling it outright.
We’re here to help make sure it does.
