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Our Value Adds
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Our relationship
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A diversified portfolio
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Implement a tax efficiency portfolio
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Utilize Tax loss harvesting
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Lifestyle advice & planning (eg. buying a home, layoff planning)
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Provide boutique tax advantaged investment and charitable strategies to reduce high W2 income
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Collaborate with your CPA for tax planning
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Proprietary software for investment management automation & rebalancing (vs robo advisor)
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Has access to network of experts for advanced planning opportunities
(private banking, VC & PE investing)
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Cutting edge software for tax planning
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Company specific benefits knowledge
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Estate planning expertise on staff
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Planning for concentrated stock positions diversification
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Cash lows takes information like your paystubs and RSU vest schedules to
1. Organize company benefits to minimize tax and maximize long term wealth
2. Plan for diversification and management of retirement savings
3. Implementation: Our team assists you in implementing the strategies outlined in your plan, ensuring compliance with tax laws and regulations.
4. Ongoing Support: We provide continuous support and can collaborate with strategic partnerships with CPAs.
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