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Surtitle

We help tech professionals grow and preserve their wealth

Financial planning and investment management designed for startup professionals and those with equity compensation.

Financial peace of mind

We understand you have uniques needs

We recognize the distinct financial landscape of startup executives and offer solutions that cater to your individual goals and challenges. Our approach is tailored to address the complexities and opportunities of your position.

We'll take care of it

Entrust your financial management to our team of specialists who are dedicated to handling every aspect of your wealth management. From strategic investment planning to personalized tax optimization, we ensure every detail is meticulously managed for your benefit.

So you can relax and enjoy

With your financial affairs in our capable hands, you're free to focus on what matters most to you. Enjoy the peace of mind that comes from knowing your wealth is growing and being managed, allowing you to savor life's moments without financial worry.

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Skiers

Team of experienced professionals

Meet our dedicated team of professionals, each bringing specialized knowledge in liquidity solutions to ensure your financial success is skillfully navigated and maximized.

John Morrison, CFA

Head of Portfolio Management

Chris Arnold

Manager, Financial Advisory

Brett Wysopal

Manager, Financial Advisory

Kathleen Kalu-Anderson

Senior Client Operations Manager

Our team of experienced Wealth Management professionals

Get acquainted with our dedicated professionals who bring a wealth of experience and personalized care to every aspect of your financial journey.

John Morrison, CFA profile image
BLAH
Head of Portfolio Management
Manager, Financial Adciaory
Manager, Financial Advisory
Senior Client Operations Manager
Empower Your Employees

Equity education & planning for employees

We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.

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Empower Your Employees

Equity education & planning for employees

We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.

Learn more