Equity and cash-flow planning
Organizing spending, saving, and equity compensation around the goals that actually matter to you.
Transparency, trust, tenacity
When was the last time an advisor spoke to you like they actually understood the life you've built? Not the income. The life.
Schedule a conversationFinancial decisions are rarely just financial
Bob Fuest founded this practice on a simple idea: the choices that shape a financial life reflect values, trade-offs, responsibility, and time. A number on a statement is never the whole story. Our work is to bring structure to those decisions and stay with you as life keeps changing them.
We work alongside people who value perspective over pressure. Our role is to name the trade-offs honestly, build a plan designed to last, and share how every recommendation is made and why.
Three situations, one standard
Our work centers on three kinds of complex financial life situations. The equity-comp puzzle of a high earner looks nothing like the exit math of a business owner or the governance questions facing a nonprofit board. The standard of care is the same for all three.
HENRYs building toward what's next
For HENRYs and growing families navigating equity comp, multi-state taxes, and decisions that compound over decades.
Explore benefits for HENRYsOwners maximizing the exit, however it comes
For owners of businesses with $1.5M–$20M in annual revenue planning a transition, sale, or succession needing an actual financial strategy for the near and long term future.
See solutions for business ownersBoards stewarding capital with intention
For foundations and nonprofits building investment policies, donor programs, and long-term reserves.
Maximize Your Mission's ImpactThe Baseline
Multi-state tax planning
Year-round, tax-intelligent coordination across states, accounts, and life events — not a year-end scramble.
Estate and legacy coordination
Charitable remainder trusts, beneficiary alignment, and generational planning built into the wider strategy.
Tax-efficient portfolio management
Direct indexing, asset location, and automated tax-loss harvesting working continuously in the background.
Maximizing the wealth & utility of your money
HENRY's realignment
A unified platform that surfaces every account, asset, and goal in a single, secure, real-time view.
Institutional investment strategies
Through Farther, access to strategies and private markets historically reserved for the ultra-wealthy.
Non-profit & advisory board
Investment policy statements, board KPI design, endowment management, and donor-advised fund administration.
Business value realization
Defined-benefit design, QSBS analysis, holding-company structuring, and exit sequencing, coordinated with your CPA.
Your all-in-one financial ecosystem
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Banking
Performance Dashboards
Insurance
Financial Goals
Properties
Wealth Team
Documents
Investments
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Your full wealth picture in one secure, trusted place
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
The people you'll actually work with
Ready to look at your picture together?
Whether you're a high earner trying to figure out where it all went, an owner ten years or ten months from a transition, or a board asking harder questions, fill out this short form and we'll be in touch within one business day.