Our Services
Solutions That Align with Your Long-Term Vision
We offer a comprehensive suite of services tailored to meet the unique needs of business owners and equity-compensated professionals. By taking a deeply personal approach, we work closely with each client to understand their specific goals and challenges, providing solutions that align with their long-term vision for financial success.
Tax Planning, Optimization & Filing
Use of tax strategies to reduce tax liability and year end suprises. We connect both the planning and filing pieces so that each decision we make works together.
Estate Review & Coordination
We look over your estate documents to ensure that your legacy is both clear and current so that it aligns with your financial goals and plan.
Investment Management
Public & Private Markets
Worldwide diversified portfolios built for your goals, risk tolerance, and time horizon. Through our partnership with Savvy Wealth, we have access to high-level strategies.
Insurance Review & Strategy
Look at and review existing coverage, ensuring that it protects you and your family. Provide recommendations for types of insurance needed to support your family and goals.
Equity Compensation Strategy
We implement secure and simple equity compensation strategies from RSUs and ISOs to complex vesting schedules. We look at how these positions should be diversified with proper risk and tax implications taken into account.
Business Owner Exit Planning
We help business owners prepare for one of their biggest challenges, exit planning, and what comes next. Whether we’re selling, transitioning, or creating a succession plan, we align all business decisions with personal financial goals.
Retirement Planning
A clear pathway from the present day to financial independence in retirement. We manage cash flow, management of investments, taxes, benefits, and all of the necessities you need to feel good about your retirement.
Get started with your introductory meeting today.
Frequently Asked Questions
About Our Services
What wealth management services does The Retirement Studio provide?
We provide comprehensive wealth management built for complexity. Our services include retirement planning, investment management in public and private markets, estate planning support, and tax planning. In addition to these things, we will also look at insurance you may need, an equity compensation strategy, and business owner exit planning.
Who do you typically work with?
We primarily work with business owners, executives, and any equity-compensated individuals who need planning across taxes, investment management, and long-term planning. We bring our clients value with ongoing advice and a long-term partnership.
Do you offer tax planning or tax filing?
Yes. Tax planning is one of the main pillars of our wealth management process. We provide constant tax planning and optimization throughout the year. When our clients need tax filing, we coordinate closely with our trusted CPAs within our TRS community or through our internal Savvy Tax offering to make sure planning and execution stay aligned.
How is your investment management approach different?
We prioritize an approach that is goal-based, consistent, and tax-aware. Portfolios are constructed around your wealth goals and needs, not short-term market predictions. When the time is right, we will incorporate both public and private investments and focus on the long-term goals rather than speculation.
Can you help with equity compensation (RSUs, stock options, carried interest)?
Yes. We work with many clients who receive complex compensation packages. We structure a plan around timing decisions, the tax piece, diversification, and how your equity compensation connects into your financial plan.
Do you help business owners plan for an exit or liquidity event?
Absolutely. Exit planning is a primary focus for many of our clients. We will work with you years in advance to help plan out personal and tax strategies, worth with our attorneys, CPAs, and other specialists that will make it a smooth transition.
What role do you play in estate planning?
We work hand in hand with your estate planning attorney rather than replacing them. We want to review existing documents, identify any gaps, and make sure your estate plan is aligned with your family goals and financial plan.
Do you act as a fiduciary?
Yes. We act as a fiduciary always, which means we are legally and ethically required to act in our clients’ best interest.
How are you compensated?
Our fees are transparent and are made to align with the scope and complexity of your engagement. Depending on your specific needs, fees may be asset-based, flat, or project-based. All fees will be completely outlined before we begin working together.
How does your affiliation with Savvy Wealth benefit clients?
Our affiliation with Savvy Wealth helps us provide clients with institutional-level technology, investment resources, and constant support. This allows us to provide better service, security, and sophistication while remaining independent and client-focused.
What is the first step to working with The Retirement Studio?
It first starts with a conversation. We want to understand your goals, concerns, and priorities before thinking about any solutions. From there, we discuss whether we’re a fit and if a long-term advisory relationship is good for both sides.
Do you earn commissions?
Our advice is built to be objective and in tune with your interests. In most cases, we will operate on a fee-based model. If insurance solutions/products are recommended, we will be fully transparent with any compensation and focus on what is appropriate for your situation.
Is there a minimum to work with The Retirement Studio?
We typically work with business owners, executives, and equity-compensated individuals with more complex financial needs. Rather than focusing strictly on account minimums, we focus on whether we can add meaningful value.
Who holds my assets?
Your assets are held at Schwab Institutional or Fidelity, two highly respected custodians known for strong security and transparency. You always maintain ownership and visibility of your accounts.
Take the stress out of retirement planning today.
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