Our Services
Indulge in the wisdom and depth of experience that our firm brings to the table, offering unparalleled insight tailored to elevate and refine your financial plan and investment strategy.
We are committed to delivering bespoke solutions that embody sophistication and exclusivity, ensuring your journey towards success is both transformative and enriching.
Our founder, Sunny Singh is a CFP®, CERTIFIED FINANCIAL PLANNER™.
Comprehensive Wealth Planning
Unlock a full spectrum of services that go well beyond standard wealth management. We are committed to supporting every element of your financial journey with our Comprehensive Planning offering - including but not limited to:
Retirement.
Managing your equity (Stock options, Restricted stock units, Employee stock purchase plans.)
Tackling the intricate details of estate planning.
Tax Planning.
College Education Planning.
Investment Management
Tailored Investment Blueprint Just for You.
Preservation: We utilize investment instruments designed to safeguard and grow your assets.
Tailored approach: We develop investment strategies customized to your individual needs.
Portfolio Customization: We build portfolios that align with your risk tolerance and investment timeline.
Tax Optimization: We emphasize tax-efficient approaches to enhance your overall investment growth potential.
Project-Based Financial Planning
Our project-based financial planning service delivers a highly tailored approach that zeroes in on your specific financial goals. By treating each financial milestone as a distinct project, we break down your journey into actionable steps with clear timelines and measurable outcomes. This method helps you achieve individual targets such as:
Saving for a major purchase.
Equity Planning.
Retirement Monte Carlo Simulation.
Cash Flow & Budgeting.