What We Do
Real Estate Expertise & Analysis
The cost of real estate in the Bay Area and other major cities presents both significant challenges, and significant opportunities, in managing our clients’ wealth.
In recognition of the importance of incorporating real estate into our financial planning, we have built a proprietary software, Opes Advantage. This enables us to purposefully include real estate into our scenario-based planning, revealing clearly the impact that decisions today will have over a horizon of time
Any actionable financial plan needs to incorporate real estate. For many, the equity that has accumulated in a primary residence represents a significant part of their net worth. It, therefore, needs to be treated as a key variable in planning for the future.
Financial Planning
Financial planning isn’t only about capturing financial data and projecting it into the future
Investment Management
We understand and incorporate the unique aspects of each client’s exposure across all of their assets…
Tax Strategies
We understand and incorporate the unique aspects of each client’s exposure across all of their assets…
The tax implications of real estate sales are a significant consideration in planning. Our background in real estate planning and 1031 exchanges is a unique differentiator in helping our clients navigate these decision points.
