YOUR ROAD MAP
The mission of our advisors is to be the single resource for comprehensive wealth management; to build a financial strategy, a road map that is consistent with your values. Beginning with those unique values, our experienced team of financial professionals wants to help you align what's important to you about life.
INDEPENDENT ADVICE + TECHNOLOGY
As a financial advisor that is held to the fiduciary standard, we are not beholden to specific products or services; we work for our clients. Whether custom-made portfolios or technology-driven strategies, your experience is supported by our collaborative, integrated wealth management tools.
A Dynasty Trust is a long-term trust formed to transfer wealth from one generation to another without incurring estate and gift taxes. The Dynasty Trust’s key characteristic is its duration. Assuming you take advantage of the laws of a state that has repealed the Rule Against Perpetuities, the principal will never be subject to estate or inheritances taxes.
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment professionals.
When we let the endowment effect influence our investment decisions, the result is often a portfolio of assets that have outlived their usefulness or are no longer appropriate for our financial situation. This is especially true as people near retirement and continue to hold on to positions they’ve owned for extended periods of time.
Increased accessibility to higher education. Evolving technological and medical sciences. Growing private companies. Greater entrepreneurial opportunities. Robust capital markets...and let’s face it, many local companies such as Facebook, Tesla, Apple, Visa, Genentech, LinkedIn, Google, Gilead and Twitter have enriched many of their employees.
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