Running a thriving business

Running a thriving business

Running a thriving business can be complex and we ease some of your stress by providing corporate executives and business owners with strategies designed for them. Our services range from guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company offered 401(k)s, employee benefits, and business transition strategies.

View All Services

Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life.

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, MBA

Managing Partner, Wealth Advisor

Learn more
<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup></span>

Steve Carlsen
CSRIC®

Managing Partner, Wealth Advisor

Learn more
LET&#8217;S GET STARTED

LET’S GET STARTED


CONTACT US