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For Investors Who Demand More

Your Investment Advisory Team

Christopher Combs

Christopher CombsFounder, Portfolio Strategy Officer & Investment Committee Member

Cindy Combs

Cindy CombsManaging Partner & Investment Committee Member

Patty Perlegos

Patty PerlegosPrincipal & Investment Committee Member

Oksana Yuzefovich

Oksana YuzefovichPrincipal & Investment Committee Member

Alison Cornwell

Alison CornwellPrincipal & Investment Committee Member

Ana Amezquita

Ana AmezquitaClient Services Associate

Rachel Combs

Rachel CombsOperations 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.