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Tax and Wealth Advisor LLC
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Location:New Haven, CT, 06513
Experience:30+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $250,000
Credentials/Education: CFP: Certified Financial Planner
CPA: Certified Public Accountant
Fee structure(s):Fixed Fee
Fee only
Services offered:Taxes
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
I use an advanced excel program to determine the best time and amount of options to exercise for tax management, wealth preservation and portfolio risk reduction.
Please read the terms and conditions of the service before continuing.
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