Our Services
Nine integrated practice areas designed to work together.
Financial Engineering & Tactical Allocation
Box spreads, options overlays, and volatility-aware allocation across equities, crypto, commodities (gold/silver), and currencies.
Tax & Investment Strategy
Entity design, asset location, gain/loss harvesting, and cross-account coordination to maximize after-tax outcomes.
Family Office Consulting
Governance, investment charters, SPV diligence, philanthropic frameworks, and consolidated reporting.
Healthcare Optimization (RPM & BHI)
PatientMD-informed workflows, reimbursement analytics, value-based readiness, coding/RCM efficiency.
Retirement & 401(k) Architecture
Profit-sharing and cash-balance plans; sequence-risk and decumulation strategy for HNW professionals and SMEs.
Real Estate & Estate Planning
REIT vs direct analysis, cost-seg/depreciation coordination, trust/legacy design with counsel.
Certified Financial Planning
Holistic planning: liquidity, insurance coordination, education goals, and legacy—fiduciary-first.
Climate Preparedness
Scenario analysis for assets and operations under climate stress; resilience investment and mitigation planning.
Insurance Strategy
Health, catastrophe, malpractice, disability, LTC, and key-person coverage integrated with taxes and goals.