01
Strategic Investment Management
We structure portfolios designed to meet the specific growth, income and principal preservation goals of each client. In investing, there is no one-size-fits-all.
Registered Investment Adviser
Strategic Wealth Management Sophisticated Tax Planning Experienced M&A Advisory
Investment management, tax strategy and transaction advisory, delivered by one team. Our CPAs, CFPs and JDs work together so your entire financial picture is clear and planned for.
- JD
- CPA
- CFP®
- CVA
- CRPC®
One firm,every financial need.
How it works
The people who plan it are the people who prepare it.
Investment management, tax planning, and M&A work all sit under one roof. You explain your situation once. The same team carries it from beginning to end.
02
Optimizing Tax Strategies
Our CPAs and CFPs build tax strategies intended to improve after-tax outcomes and preserve wealth. That can mean more money in your pocket, now and later.
03
Guiding Strategic Transactions
Our M&A team handles valuation, due diligence, tax-optimized deal structuring and the investment management that follows a liquidity event. They stay on through each stage, so you are deciding with the whole picture in front of you.
04
Alternative Investment Expertise
We source alternative investments intended to diversify portfolios beyond traditional asset classes. We work across private equity, credit, real estate and infrastructure, as well as hedge funds, and build strategies for qualified clients.
In practice
- Selling the business you built
- Planning for retirement
- Passing wealth to the next generation
- Signing an NIL or endorsement deal
Comprehensive Advisory
Our Services
We help youinvest with a plan.
Portfolios built for preservation and growth, and sized to the risk you can actually carry.
- Custom asset allocation and risk modeling
- Equities, fixed income and real estate
- Liquidity analysis and tax impact sizing
- Dynamic rebalancing to market conditions
Our Chief Investment Officer builds and monitors the portfolios in house. We do not buy them from a model provider.
We help youkeep more of what you earn.
Planning through the year rather than at filing time, intended to reduce what you owe.
- Regulatory compliance and filing
- Capital gains and loss harvesting strategies
- Retirement account optimization
- Business succession tax structuring
CPAs on staff do the tax work, a Chief Tax Officer among them.
We help youexit on your terms.
Valuation, structuring and negotiation, all the way to the close.
- Pre-sale valuation and due diligence
- Deal structuring and negotiation
- Strategic buyer identification
- Post-transaction wealth integration
Led by a CPA and attorney who also heads the M&A group at Taylor & Morgan CPAs, and holds the CVA valuation designation.
We help youplan for a long horizon.
Income planning that accounts for inflation, healthcare and how you want to live.
- Income replacement strategy
- Social Security and pension analysis
- Healthcare cost projection
- Withdrawal rate stress testing
The CFPs who model this also hold the CRPC retirement planning designation.
We help youmake a short window last.
Converting a short earning window into durable financial independence.
- Income structuring and asset protection
- Brand monetization strategy
- Tax compliance for multi-state income
- Long-term investment allocation
The same CPAs who build the plan file the returns, so the tax position and the strategy stay in step.
We help youpass it on intact.
A personal CFO for families holding wealth across generations.
- Holistic financial and tax management
- Philanthropic structuring
- Intergenerational estate planning
- Private deal flow and direct investment
Compliance and client service sit with the same person, so neither gets handed off.
Meetthe team.
Get in touch
Every plan starts withone conversation.
Whether you're preparing for a liquidity event, restructuring a portfolio, or simply want a second opinion on your financial position, we are glad to talk.