Every Client That Comes To Work With Us Has Their Own Story.

Here are some case studies that best exemplify how we’ve helped different clients over the years.

Every Client That Comes to Us Has Their Own Story.

Here are some case studies that best exemplify how we’ve helped different clients over the years.

Case Studies

Managing Wealth When On The Cusp Of Retirement

Priya and Manish RaoPriya and Manish have been married for 38 years and have been preparing to begin their retirement soon. Fortunately, Priya’s mother has recently gifted them a large portfolio of municipal bonds, creating a significant financial windfall for

Read More

Can I Afford To Divorce?

Elizabeth AmoryElizabeth Amory has been married for 27 years and has two adult sons. Sadly, the marriage is failing and Elizabeth does not have a clear picture of their finances. Frankly, she doesn’t know whether she can even afford to leave the marriage and

Read More

Help Me Give it All Away!

Hilary ArnoldHilary Arnold, a busy senior executive in the healthcare industry, has saved quite a bit of money over the years. In addition, she comes from an extremely wealthy family and is the beneficiary of several large trusts. Although Hilary is capable of

Read More

Young Family – Overwhelmed By Decisions

John and Mary FreedmanJohn and Mary were married three years ago and have a two-year-old son. Mary works in private equity and earns a nice income but a good portion of it is going to be paid over time in the form of “carry” and not available to spend, nor is it very

Read More

Seeking Sustainable Investing with a Gender Lens

Kristin SeeleyKristin Seeley Kristen is a single woman and has never had a problem managing her finances. Recently, she has become interested in sustainable and gender lens investing. Yet when she approached her current financial advisor about restructuring her

Read More

Am I Going to Run Out of Money?

Linda GonzalezLinda has been widowed for 15 years. She retired from work 10 years ago, and now owns a beautiful condo in the city. Due to all the recent volatility in the stock market, she has become concerned that she may run out of money to cover her lifestyle

Read More

Financial Ally for Her Next Chapter

Tiffany JonesTiffany is single, in her early 40’s, and a PANK™ (Professional Aunt, No Kids). She decided to retire early after a successful 20-year career in technology sales and start her own consulting business. Initially, Tiffany hired us to create a

Read More