We offer more than portfolio management. From business growth consulting to tax strategy and estate planning, our services are designed around your complete financial picture, not just your investments.
Whether you changed jobs or retired, roll over your 401(k) into a managed IRA with more investment options and personalized strategy.
Develop a tax efficient withdrawal strategy, optimize Social Security timing, and ensure your savings last throughout retirement.
Navigate your exit with comprehensive planning to minimize taxes, ensure a smooth transition, and manage your wealth after the sale.
Make thoughtful decisions about sudden wealth with guidance on tax implications, investment strategy, and long term planning.
Maximize your impact with donor advised funds, qualified charitable distributions, and tax efficient giving strategies that align with your values.
Explore Roth conversions, tax loss harvesting, and strategic planning to reduce your tax burden while building wealth.
We know choosing a wealth advisor is a big decision.
Here are answers to questions we hear most often.
We believe in active management tailored to your goals, risk tolerance, and life situation. Rather than one size fits all model portfolios, we build personalized strategies that respond to market conditions and your changing needs.
We typically work with clients who have $100,000 or more in investable assets. However, we evaluate each situation individually, especially for business owners with significant growth potential or those expecting large transitions like a business sale or inheritance.
As a father and son team, we offer advisor continuity you won't find at big firms where turnover averages every 18 months. We also bring distinct expertise: Nasar's 15 years in private equity enables business growth consulting most advisors can't offer, while Samee's background in engineering and equity research brings systematic, analytical thinking to wealth management.
Absolutely. You can choose to work primarily with Nasar or Samee based on your needs and preferences. Many business owners gravitate toward Nasar's private equity background, while younger families often connect with Samee's experience as a young father. Regardless of who you work with primarily, you'll have access to both of us.
We charge a transparent, asset based fee as a percentage of the investments we manage for you. This aligns our interests with yours: we only succeed when you succeed. We don't earn commissions on product sales, and there are no hidden fees. Specific fee schedules are provided during our discovery conversation and detailed in our ADV Part 2 brochure.
No. While we're based in Orange County, we serve clients across Arizona, California, Colorado, Nevada, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Most meetings can be conducted virtually, though we're happy to meet in person when possible.
Yes! Nasar is fluent in Vietnamese and can provide wealth management services in both Vietnamese and English. We're proud to serve the Vietnamese community in Orange County and understand the unique cultural considerations around family wealth, generational planning, and supporting extended family.
Schedule a complimentary 30 minute discovery call. We'll discuss your situation, answer your questions, and determine if we're the right fit to help you achieve your goals.
Wealth management built on collaboration, continuity, and personalized care.