Living the life of your dreams...
... and how you manage your financial resources are related. We're here to help you align the two!
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Our Values
Integrity.
We believe integrity goes beyond merely telling the truth. Specifically that we endeavor / strive to conform reality to the representations we make to others and ourselves - to ‘keep our word.’ Additionally that we conform our words to what is real - to ‘be truthful and honest.’
Equitability.
Not just equality, which tends to require conformity, i.e. We accept you, as long as you are just like us. Rather, we believe everyone should be treated equally - with consideration and inclusion - regardless of differences.
Liberty.
Freedom to think. To choose. To exercise autonomy and agency in the world. To live the life we want to live, now, not someday.
Our Areas of Expertise
Life-Altering Events
Divorce, death, career change etc
Equity Compensation and Stock Options
RSU, ISO, NSO etc
Tax Planning/ Optimization
Roth, tax-deferred, capital gains etc
Sustainability-Focused Investing
ESG responsible
Legacy & Charitable Planning
DAF, CRT, LRT etc
READY TO LEARN MORE?
ABOUT THG
We asked, what could be done better? What does our profession need now? The old model for our industry typically consists of requiring assets under management and account minimums. We don't do that. Instead we have fees based on our expertise and years of experience independent of the investments we manage.
Anyone who finds us typically needs some financial guidance and we seek to find an equitable and fair solution. You can find our service offerings and fee schedules on the site, and in our ADV brochures (linked at the bottom of the site.) We would love to get acquainted with you and see how we can be of service.
