Our team is committed to understanding the intention of your assets. Whether you are curious if your assets will last your life-time, or that of future generations, our team is here to assist. Over our three-plus decades of experience, we know that a well-constructed plan provides client confidence, which is why we do not charge an additional fee for this in-depth and perpetual service.

We believe that it is important to build a personally tailored financial model of your assets and expenses. This model will include all of your finances. This may include: assets, debts, company 401(k), Employee Stock Purchase Program (ESPP) strategies, education funding, and real estate, illiquid, or private holdings. From this wealth planning model, our team can make assumptions and projections to “put the odds in your favor” of reaching your long-term goals.

Our team works with you to build a model that identifies your lifestyle/financial goals and to build a road map for your future:

• Cash flow analysis
• Education funding
• Retirement funding
• Debt funding
• Lifestyle goals
• Philanthropy

In addition, we can create multi-scenario plans to help you determine which path may be best for your financial longevity.

Since 1993, Main Street Research has served as the wealth manager of choice for individuals, families and non-profits seeking a holistic approach to the management of the “bulk” of their net worth. We are a privately held company and serve as a fiduciary for this limited number of clients.

Our work includes a broad array of personalized wealth planning advisory services – all directed towards generating wealth that will last generations. This is coupled with our modern investment style which incorporates a global approach to generating long term returns – paired with our distinct Active Risk Management process to protect clients from significant loss. Importantly, our research embraces individual securities from around the world which provides transparency, diversification, tax efficiency and low cost.

The combination of planning, performance, and risk management along with a fee structure aligned with client results has been the key to our client’s sense of trust and reliability for over three decades.

Some of the most important pieces of your financial puzzle are not related to a dollar sign. We partner with clients, leveraging our proprietary technology – LifeCase® – to help organize key documents. It is crucial that your assets are properly titled and that beneficiaries and successor trustees are named to reflect your wishes. We provide comprehensive Estate, Trust, and Tax guidance as needed on a client-by-client basis.

Our wealth planning and investment strategies are aimed at generating wealth that will last your lifetime and that of future generations. It is important that this is accompanied by a well thought through and executed estate plan. To many this is a confusing subject, and we are here to provide clarity and guidance though this process. The estate plan should include all of your liquid and non-liquid assets, as well as a dialogue of your wishes for each other if married, the next generation, significant others, and any philanthropic endeavors. We take time and care to help you ensure that all your assets are properly titled in the name of your trusts and are up to date. It is also important to utilize estate provisions such as a step-up in cost basis and marital exemptions, not to mention the importance of having updated durable powers of attorney.

We partner with top CPAs in your area, across the country, and internationally to best understand how our work can complement tax efficient strategies for you. This is especially important for those clients with concentrated stock positions, legacy holdings, or equity compensation packages, or for those who are non-US citizens or who live abroad. This may include ideas and strategies to enhance pre-tax savings, write-offs, or tax matters related to your investment portfolio. We do not, however, complete or execute tax returns.

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