Our team seeks to help clients navigate the complex and ever-changing financial landscape with a broad range of strategies including portfolio management, financial planning, and tailored investment services. Experience helping founders, C-suite, and early-employees with risk management strategies, tax management strategies, and other aspects of wealth management through equity compensation. As a guiding principle, we believe trust is earned, not given. Our team takes great pride in our commitment to building long-term relationships with our clients and the people most important to them. When I am not in the office, I like to spend my time outdoors – I am an avid skier and backpacker, and enjoy getting time out on the water sailing, surfing, and scuba diving. I love to travel and am always looking for my next adventure… have any great ideas?Alec Benson, Pacesetter's Club Member, 2024
Listed skills include Microsoft Office Suite, Customer Service, Leadership, Research, and 1 others.