Los Angeles, CA Office

The firm provides personalized tax planning and preparation, financial planning, and investment management to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and small businesses. Services are delivered through written financial plans, ongoing investment advisory agreements, and separate tax‑preparation engagements.

The firm follows a strategic asset‑allocation, core‑and‑satellite approach with global diversification and a long‑term orientation, and investment decisions draw on fundamental, technical and cyclical analysis. Portfolios are managed to each client’s risk tolerance and documented in an investment policy statement, with discretionary trading authority used to implement the agreed strategy and periodic reviews to monitor progress.

Noteworthy for an independent adviser, the firm began as an accounting practice and maintains an affiliation with an accounting firm, combining in‑house tax preparation and planning with investment advice to support tax‑sensitive decision making. The adviser also works with corporate clients and pension/profit‑sharing plans and holds professional credentials in both accounting and financial planning, which informs work with business owners and plan sponsors.