Your aspirations
anchor our
management

From retirement income to investment management, to insurance and estate planning, we’ll guide you through the complexities of personal finance.

We take the time to understand your vision of life.

Comprehensive Financial Planning

Making the complex actionable

Before we start analyzing your data, we begin by understanding your ambitions and goals and preferences.  Then, we begin to build the roadmap and seek out the financial strategies that are most beneficial to you.  Our thorough understanding of your overall financial picture and easy to understand explanations is what allows you to feel confident with where you are at and where you are heading.  

We provide guidance in all aspects of your financial situation such as:

  • Maximizing your cash flow and net worth

  • Insurance assessment

  • Investment management

  • Strategic tax planning

  • Estate planning review

  • Employee benefits, compensation and equity analysis

  • Social security/Medicare planning

Additionally, on your behalf we consult and/or work in conjunction with trusted affiliates, which include CPAs, attorneys, real estate agents, insurance specialist and lending professionals.

Lastly, financial planning is an ongoing, dynamic process. As your life changes, or as the financial or legal landscape changes, so too do our planning strategies in order to meet your current financial situation.

Your Amara Team

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Principal

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Lead Planner

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Lead Associate

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Office Manager

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Experts

We consult and/or work in conjunction with trusted affiliates, which include CPAs, attorneys, real estate agents, insurance specialist and lending professionals.

Estate Planning

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Irrevocable Trust

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Revocable Trust

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Last Will & Testament

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Power of Attorney

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Advanced Health Care Directive

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Succession Planning

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Special Needs

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Tax

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General Tax Planning

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Equity Compensation / Options

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Business Owners

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Windfalls

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Lending

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Mortgage

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Margin

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Pledged Assets

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Real Estate

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Buy

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Sell

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Insurance

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Business Insurance

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Property & Casualty

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  • Investment Property

  • Umbrella

  • Auto

  • Housing / Earthquake

Health

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  • Group / Cobra

  • Medicare

  • Affordable Health Care

Life

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Disability

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Long Term Care

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Aging Gracefully

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Housing

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Health Care

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Personal Fiduciaries

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Research Team

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Investment Management

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We love helping clients achieve their next level.

Holistic Investment Management

Unbiased,
goals-based
investing

True to our goal-based planning approach, we create a strategy to match your desired outcome.  We focus on liquidity, flexibility, and minimizing taxable consequences.  We follow a five-step disciplined approach that has allowed us to weather several market cycles and complicated liquidity events.

We have an open architecture for our investment selection which means we have no proprietary products.  This allows us to provide independent, unbiased, objective investment selections.

Portfolio Considerations

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Time Frame / Goals Based

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Risk Tolerance

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Asset Allocation

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Tax Management

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Investment Selection

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Timing

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Impact Investing

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Concentrated Stock

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Appreciated Assets / Unrealized Gains

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Deliverables

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Investment Policy Statement (IPS)

The purpose of this Statement is to provide written documentation of expectations regarding the investment of the your portfolio, and to establish mutually agreed upon criteria and benchmarks for the ongoing evaluation of performance results and policy compliance. It is intended as a guideline for ongoing investment activity, and does not supersede any of the terms and conditions of the existing Investment Advisory Agreement.

Annual Reporting

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  • Holdings

  • Risk Profile

  • Net Additions / Withdrawals

  • Forescasting

  • Cost

Alternative Investment Vehicles

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Options / ESPP / RSV / Equity Comp

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Donor Advised Funds

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Real Estate / Business Investments

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Annuities

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Compensation

Transparent, straightforward pricing.

Flat Retainer

for our comprehensive planning advice

Percentage

of the assets that we manage.

This model allows us to be objective and act in your best interest, while also allowing us the time to dive deep into understanding you, your goals, your data, and to formulate the roadmap and the implementations strategies to maximize your financial and investment plan.

Who we serve

Good people that value great advice

More specifically, we focus on three primary areas:

Families

Whether you are just about to be in a committed relationship or about to have children, we love being part of this stage as there so many options that can help lay the foundation to a great life.

Equity Compensation

For several of our clients, this has been a life-changing benefit.  We love the complexity, flexibility, and various planning solutions that can be applied, as well as working with tax and estate professionals to ensure your equity is maximized.

Retirement & Financial Independence Planning

It can feel daunting and there are irrevocable choices, but again, a very exciting time where each person’s vision is different and we love to figure out the path that works best for you.