We utilize conclusions from five Nobel Prizes winning research papers to formulate our investment strategies.

Our team of tax professionals work with you to deliver strategies to legally optimize your tax efficiencies.

No one wants to work forever, so we help you craft and execute a plan for when and how you retire.

Whether it’s your children,
grandchildren, or favorite charity – we want to maximize your legacy.

Guy Baker was selected as one of the Top 250 Advisors in the country by Worth Magazine and has been selected seven times as a Five Star Professional in Orange County.

We’d love to meet you.

All our relationships begin with a no-cost, no-obligation introduction where we can get to know each other and determine if it makes sense to take the next steps.

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