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Tax and Wealth Advisor LLC
Location:New Haven, CT, 06513
Experience:30+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CPA: Certified Public Accountant
CFP: Certified Financial Planner
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. StockerOpter analysis excel spreadsheet.
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