Investment Management & Financial Planning for Engineers & Executives working in the Tech Industry. You’ve earned your wealth—now you need a strategic partner to preserve it, minimize taxes, and support what matters most.

- We help you make confident financial decisions so you can create sustainable wealth & live life on your terms.

- Data-driven decisions, human-centered planning.

"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.

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