General Info

Hi there 👋🏼 I'm Louis, I believe in creating comprehensive written financial plans tailored to my clients' needs, covering all aspects of their financial well-being, and ensuring sufficient liquidity for continued investment during market volatility. ‍ My expertise lies in assisting clients in preparing for significant life milestones such as retirement, inheritance, wealth transfer, or business transitions. I also specialize in collaborating with executives on restricted stock, stock options, and strategic planning