Investment Management
Investing that reads your tax return first.
Tax-aware portfolios built around how you actually earn. No model 60/40 handed to everyone.
Sound Familiar?
The problem we fix.
Your portfolio and your tax plan were built by people who never talk.
Your portfolio and your tax plan were built by people who never talk.
Cash piles up in the business account with no plan for it.
Cash piles up in the business account with no plan for it.
Every recommendation is backed by research, analytics, and measurable insights.
Your plan ignores your equity, business income or accounts held elsewhere.
Your plan ignores your equity, business income or accounts held elsewhere.
What’s included
Everything in one plan.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Tax-aware portfolio design
Built from your income, entities and timeline.
Tax-aware portfolio design
Built from your income, entities and timeline.
Asset location
The right holdings in the right accounts to cut tax drag.
Asset location
The right holdings in the right accounts to cut tax drag.
Asset location
Every recommendation is backed by research, analytics, and measurable insights.
Tax-loss harvesting
Losses put to work against gains, all year.
Tax-loss harvesting
Losses put to work against gains, all year.
Tax-loss harvesting
Losses put to work against gains, all year.
Smart rebalancing
Rebalanced with the tax bill in view.
Smart rebalancing
Rebalanced with the tax bill in view.
Smart rebalancing
Rebalanced with the tax bill in view.
Business cash plan
Reserves and excess cash, invested on purpose.
Business cash plan
Reserves and excess cash, invested on purpose.
Business cash plan
Reserves and excess cash, invested on purpose.
Quarterly reviews
Plus a call any time something big changes.
Quarterly reviews
Plus a call any time something big changes.
Quarterly reviews
Plus a call any time something big changes.
Who We Serve
Built for your kind of income.
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.