Based in
Malibu, CA
Structure
Fee-Only Fiduciary
Approach
Human First
Investments
Open Architecture
Athletes, Entertainers & Creatives
The earning window is short. The life behind it is long. We design a plan that outlives the career — as careful with the first contract as with the last.
Before, During & After the Exit
Pre-exit and post-exit are different businesses. We work both — so the wire hitting your account isn't the first time you've thought about what happens next.
Life After the Corner Office
You’ve done the hard part. Our job is to make the wealth work as deliberately as you did — and take the administrative weight off your mornings.
First Responders, Military & Public Service
You spent a career protecting other people. We focus on the financial architecture behind your family — pensions, benefits, disability, survivor planning, and everything beyond.
Executives with Concentrated Equity
When most of your net worth is tied to one ticker, that’s not a portfolio — it’s a position. We help you move, gradually and thoughtfully, from concentrated to coordinated — without losing sight of the upside that got you here.
Multi-Generational Wealth
When the plan spans parents, children, a business, a foundation, and three states, the question stops being which investments and starts being which architecture. We build for continuity.
The strategy of designing your wealth as a system. The stewardship of executing it for decades. The access to the people, structures, and opportunities that shouldn’t be commoditized.
See everything we doCash flow, retirement modeling, concentration and liquidity analysis, and scenario work for the decisions you haven’t made yet. The map before the journey — and continually redrawn.
ExploreOpen-architecture portfolios, disciplined asset allocation, tax-loss harvesting, and access to alternatives and private markets where they fit. Built around the life the portfolio is meant to support.
ExploreProactive planning integrated with your investments, your business, and your estate. Multi-entity and multi-state complexity, handled in conversation with your CPA — or in-house where it makes sense.
ExploreWealth transfer, trust design, charitable vehicles, and succession planning. Continuity is the word we keep returning to — both material and immaterial.
ExploreGiving that reflects your values and holds up to scrutiny — donor-advised funds, private foundations, charitable trusts, and impact frameworks when you want them.
ExploreWe’ve sat on both sides of the table. We know what keeps you up at night. Here’s how we’d answer if we were sitting across from you right now — no scripts, no pitch deck.
Ask them three things: Do they coordinate with your CPA before year-end, or just collect documents in January? Do they model scenarios proactively, or just rebalance? Do they have access to proprietary funds or insurance products they earn commission on?
Most advisors are competent. Very few are proactive orchestrators. That's the gap. We don't wait for you to call us with a problem — we call you before it becomes one.
Index funds are great — and we use them. The 1% isn't for stock picking. It's for orchestrating your entire financial life: tax strategy with your CPA, entity structuring for the business sale you're planning, real estate, alternatives, insurance, estate — all connected.
Most advisors charge 1% to rebalance a portfolio quarterly. We charge it to be the integrator for your entire financial life. If your situation is simple enough for Vanguard at 0.3%, we'll tell you that on the first call.
e'll tell you that on the first call.We're fee-only. Zero commissions. No proprietary funds. No insurance kickbacks. We'll walk you through exactly how we're compensated and every potential conflict.
If we recommend something, it's because you need it. That's the legal definition of a fiduciary, and breaking it means we lose our license. It's not a marketing term for us — it's a legal obligation with teeth.
Fiduciary Standard
Fee-only · No commissions · No proprietary products
Your CPA files last year's taxes. Your attorney drafts documents. Neither is watching your investments daily, modeling retirement scenarios, or asking whether that charitable gift actually makes sense with your estate plan.
We don't replace them — we orchestrate them. When tax planning, investment strategy, and estate structure actually talk to each other, that's when real value happens. We're the quarterback your financial team has been missing.
Before
CPA → you → Attorney → you → Advisor → you → Insurance → you
You're the bottleneck.
After
CPA ↔ Kanan ↔ Attorney ↔ Insurance ↔ You
One call. Everything coordinated.
No. And anyone who tells you they can consistently is lying or lucky. After fees, over 90% of active managers underperform the S&P 500 over a 15-year period. We won't pretend otherwise.
What we can do is make sure you're not leaving 2–3% per year on the table through tax inefficiency, poor rebalancing, emotional panic-selling, or having your estate structured wrong. That's real, measurable value captured over time — and the benefits compound over decades. Academic research in this area refers to it as “advisor's alpha” — value generated by behavior coaching, tax efficiency, and disciplined rebalancing, not by stock selection.
having your estate structured wrong. That's real, measurable alpha — and it compounds for decades.Source: Vanguard Advisor's Alpha study, 2023
We show up. Not with a panicked email or a generic market update — with a specific rebalancing plan for your portfolio, a tax-loss harvesting opportunity, and a reminder of exactly why your plan was built to survive this.
The most expensive mistake in investing is selling at the bottom. Our job is to make sure your life doesn't change because the market did. That means positioning before the crash, not reacting during it.
Nothing about your plan is automated in a way that takes you out of the conversation. Your advisor is. Our software handles the tedious parts — monitoring thousands of tax-loss harvesting windows, scanning your allocations around the clock, running scenario models that would take a human team weeks.
the clock, running scenario models that would take a human team weeks.It means your advisor spends time on you — not spreadsheets. We built the firm this way from day one, not as an afterthought bolted onto a 40-year-old platform. If someone can't explain exactly what their technology does for you, run.
Software Does
24/7 monitoring · Tax-loss scanning · Drift detection · Scenario modeling · Alert triage
Your Advisor Does
Life planning · Family meetings · CPA calls · Estate design · Being there at 10pm
Start Here
There’s no pitch, no pressure, and no pre-qualification. Tell us a little about your situation, and we’ll tell you, honestly, whether we’re the right firm for you. If we’re not, we’ll point you to someone who is.
