financial guidance from advisors who understand your success
you’ve built something remarkable. Now let’s make sure your financial plan reflects that
your success deserves specialized attention
You need advisors who understand what it’s like to be where you are.
Here’s where we help:
1. Planning for retirement – Strategies that account for career gaps and longevity planning
2. Executive compensation – Managing complex equity packages and vesting schedules
3. Going through divorce – Protecting assets and rebuilding financial independence
4. Tax planning strategies – Coordinating with your CPA during major transitions
5. Estate and legacy planning – Ensuring your success benefits future generations
6. Investment strategy beyond company stock – Building diversified wealth for long-term security
what working with us looks like
Your whole financial life gets attention. Not just your investments, but your goals, your timeline, and what actually matters to you.
What this looks like:
- Clear decision-making on major moves. Whether it’s stock option timing or real estate decisions, you understand your choices and feel confident in your direction.
- Coordinated financial strategy. Your investment approach, tax planning, and major life decisions all work together seamlessly.
- Advisors who’ve been there. Many of our team have navigated similar professional decisions themselves, so they understand what you’re really weighing.
ready to work together?
You’ve built the foundation of your wealth through smart decisions over time, and this next choice deserves the same thoughtful approach.
We invite you to schedule the first meeting with us. This first meeting is designed to give you exactly what you need: deeper analysis of your specific situation, clear pathways forward, and a responsive team ready to guide you through implementation.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions
Book your clarity session today!
(We’ll reserve 45 minutes to address your most urgent questions)
meet our women financial advisors
Patrice Cresci, CFP®
PRINCIPAL, SENIOR FINANCIAL ADVISOR
San Francisco Bay Area
Thuong Thien, CFP®
PRINCIPAL, SENIOR FINANCIAL ADVISOR
San Francisco Bay Area
Clari Nolet, CFP®, CDFA®
SENIOR FINANCIAL ADVISOR
San Francisco Bay Area
Carolyn Kelly, CFP®
PRINCIPAL, LEAD FINANCIAL ADVISOR
San Francisco Bay Area
Deborah Peri, CFP®
LEAD FINANCIAL ADVISOR
San Francisco Bay Area
Shelby Miller, CFP®
FINANCIAL ADVISOR
Boca Raton Area