What We Offer

We work very closely with our tech-employed clients to become fluent in the details of the their benefit programs. We’re extremely knowledgable with companies such as HP, Qualcomm, Illumina, Nothrop Grumman, General Atomics, D&K, Netlix, and Facebook. Rather than offer cookie-cutter advice, we tailor an approach to each household’s specific and individual situation.

In addition to managing our clients’ investments, we consult with them on topics such as:

• Tax-efficient diversification to ensure your portfolio is not dangerously concentrated in company stock

• Maximizing stock option value

• Appropriate tax planning

• Using deferred compensation benefits advantageously

• Rebalancing company 401(k) retirement account