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Helping Clients
Reach Their Goals
"I'd like to retire but also generate some income..." She wanted to diversify her concentrated stock to preserve and protect her wealth. After some profit-taking, she diversified into a balanced growth portfolio so she can have a work-optional lifestyle on her way to retirement.
Concentrated Stock: Microsoft
"I want to buy a farm and spend my time in Asia..." She wanted to diversify to preserve her wealth while creating a work-optional lifestyle. We helped her optimize her position and reduce her taxes. She and her husband plan to buy a large farm to retire on and establish a will and trust for their children.
Concentrated Stock: PayPal
"I want to travel around the world ..."
He plans to retire in a few years to travel the world and wants to receive income from his investments. The client wanted to diversify and preserve his wealth after IPO, and we helped him reduce his tax exposure and generate income.
Concentrated Stock: Snowflake
The descriptions above represent client profiles. The images are not actual clients.