Coordinate, before something forces you to.
A CPA, an advisor, an estate attorney, an insurance broker — none of them sees the others' work. The gaps compound: tax inefficiencies, unfunded trusts, stale beneficiaries, lapsing coverage. We integrate the four into one plan, so the gaps close before they become events.
Where most wealth plans break down.
You coordinate your own advisors.
Capital gains events, 1031 exchanges, estate updates. The work of connecting separate professionals defaults to you.
Tax planning ends at the current year.
Roth conversion windows, asset-location optimization, charitable structures, and entity-level moves rarely get run as a multi-year plan.
No single document explains the plan.
Assets across multiple custodians. Insurance from years ago. Nothing your family can sit with and understand.
The Foundation Review.
A 60-minute working session, no cost. We review your last 12 months of financials beforehand and walk through tax angles, portfolio positioning, the protection audit, and a 30-day plan. You receive the worksheet whether or not we work together.
An integrated alternative.
CFA-led and registered fiduciary
Investment analysis at the highest professional bar, legally obligated to act in your interest.
Operator background
Financial leadership across dozens of companies and many industries.
Modern stack
Investments at Altruist with automated rebalancing and tax-loss harvesting. Protection through BackNine. Tax strategy on a proprietary methodology.
Future Guide
A written summary of your plan, updated annually, that your family can read and understand.
Straight answers
Book a Foundation Review.
A 60-minute working session, no cost. No assets are moved until you have seen and signed the plan.
Book Foundation Review →