Comprehensive Wealth Solutions for Your Life's Journey
We provide integrated financial solutions designed around your unique goals and life circumstances
Investment Management
Professionally managed portfolios built around our proprietary investment themes, with disciplined risk management and transparent reporting
Financial Planning
Holistic planning that addresses your short-term needs and long-term aspirations, from cash flow optimization to major life transitions
Tax Advisory
Strategic tax planning integrated with your investment strategy to enhance after-tax returns and minimize your tax burden
Retirement Planning
Comprehensive retirement strategies that ensure you can maintain your lifestyle and leave a lasting legacy
What Makes Us Different
Your wealth is unique. Your advisor should be too. We don't offer cookie-cutter solutions or generic portfolios. Instead, we combine deep thematic investment expertise with a truly personalized approach that puts your goals, values, and vision first.
We're committed to delivering exceptional returns and genuine partnership, because your trust deserves nothing less.
Jie Hayes
Founder & Principal
A Partnership Built on Purpose and Performance
We begin every relationship by listening. Your goals, concerns, and values drive every decision we make. Our customized approach means no two solutions are identical.
Thematic Investment Excellence
We concentrate our expertise where we deliver exceptional research and insight. Our focus on energy transition and digital transformation reflects decades of combined experience and positions your portfolio at the forefront of global megatrends.
Purpose-Driven Philosophy
Your investments do more than grow wealth - they participate in solving the world's most pressing challenges. We specialize in opportunities where societal transformation creates compelling long-term returns.
Continuous Partnership
Wealth management is not a one-time event. We provide ongoing guidance, proactive communication, and regular portfolio reviews to ensure you stay on track as markets and your life evolve.
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2025 Year-End Tax Planning Strategies
Tax planning isn’t something to think about only at filing time - it’s a year-round process that can significantly impact your long-term financial well-being. As 2025 draws to a close, now is the ideal time to review your finances, make strategic adjustments, and prepare for the upcoming tax season.