The Team
You gain the benefit of our 36+ years of collective experience advising high net worth and ultra high net worth individuals. Our team has worked closely together for the past two years.
Matt Weaver
Matt brings 10+ years experience advising founders, entrepreneurs, and executives specializing in equity, Hedge Fund/VC partners, and cryptocurrency.
Levi Waschmann
Levi brings 9+ years experience providing tailored tax planning and compliance services specializing in equity compensation and planning, with additional focus on QSBS and passthrough investment reporting.
Alexis K. Glaser
Alexis brings 17+ years experience guiding taxpayers through major life events, with an emphasis on individual taxation, long term planning, and inter generational wealth transfers.