Turn High Income Into Strategic Wealth
(Not Higher Taxes)

Charlotte’s Fee-Only Wealth Advisor for 6 & 7-figure Business Owners & Executives

Aligned interests. Strategic Partnership. Fiduciary Advice.

Our unique approach:

  1. Strategy
    We focus on tax, cash flow, and decision timing before investments

  2. Multi-Year Planning
    Not just this year’s taxes — your next 5–10 years

  3. Designed for High Earners
    Stock comp, business income, exits, and advanced planning needs

  4. Fiduciary & Fee-Only
    No commissions. No product bias. Just advice

We specialize in partnering with

Business Owners to reduce tax exposure by 5 figures by optimizing

  • QBI deductions

  • Payroll and Solo 401(k) optimization

  • Charitable Clustering

  • Trust & estate planning

  • Exit planning & valuations

Executives Navigating Equity & Income Complexity

  • Make smarter RSU and stock option decisions

  • Optimize bonus and deferred comp squencing

  • Plan career transitions tax-efficiently

  • Avoid costly equity mistakes

We’re a great fit if you:

  • Earn $300K+ as an executive or business owner

  • Have equity comp, bonuses, or business income

  • Concerned about tax drag and want a strategic financial quarterback

We intentionally limit new relationships because our customized approach allows us to deliver meaningful results. And when someone isn’t a fit, I’m happy to help connect them to the right professional.

If this sounds like you—or someone you care about—feel free to reach out.

Request a Consultation

We will:
✔ Identify biggest tax opportunities
✔ Highlight planning blind spots
✔ Recommend next steps — no obligation

Book Your Strategy Call

free download

The High-Income Tax Strategy Guide

The five critical tax decisions every $300K+ earner must get right

✔ Reduce unnecessary taxes on bonuses, RSUs, and business income
✔ Avoid costly mistakes with stock comp and liquidity events
✔ Plan multi-year strategies around income spikes
✔ Build a smarter, more intentional wealth plan

Access Your Free Tax Strategy Guide

Gabe Llewellyn
Founder

If you’re ready to take the next step in your financial journey, I would love to connect with you!

Reach out for your free 20-minute consultation.

Book Your Strategy Call