For Investors Who Demand More

Your Investment Advisory Team

Christopher Combs

Founder, Portfolio Strategy Officer
Investment Committee Member

Alison Cornwell

Chief Operating Officer
Principal, Investment Committee Member

Patty Perlegos

Chief Compliance Officer
Principal, Investment Committee Member

Cindy Combs

Managing Partner
Investment Committee Member

Ana Amezquita

Client Services Associate

Henry Reed

Client Services Manager

Rachel Combs

Operations Assistant

Cienna Noa

Operations Assistant

We Focus on the Following Areas to Assess and Simplify Your Life

Services to Management Risk and Simplify:

  • Cash flow Planning
  • Education Planning
  • Retirement Income Planning
  • Stock Option Planning: ISOs, NSOs, or 83b election planning
  • RSU Planning
  • Charitable Giving Planning and Administration
  • Qualified Small Business Stock Planning and Tracking
  • Tax planning with portfolio structure and Income needs
  • Estate Planning Considerations
  • Pensions Option Considerations

We Assess and Simplify Your Financial Life

By utilizing Fidelity Investments as our custodian, each investor gets access to all of Fidelity’s resources, including a monthly Fidelity statement, online account view and tools, plus use of any of Fidelity’s nationwide investor centers.

We listen to our investors. The willingness to adapt to an ever changing investment landscape has been important to the people we serve. A sharpened focus on Risk Management, Education and Advice has been well received.