Niche Expertise

Our team has niche expertise in serving:

• Technology Professionals - extensive experience working with Amazon, Microsoft, Google, and Facebook. Significant percentage of income/balance sheet in the form of company stock (RSU, ISO, NQSO, ESPP).
• Approaching Financial Independence - households aiming to be financially independent of their profession within the next 5-10 years. Extensive experience in safely designing income strategies for retired households.