The whole picture, one team.

Everything in Gnomon Tax, plus comprehensive financial planning and investment management under one roof. Gnomon Wealth is in development and not yet open.

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Coming

Gnomon Wealth is not yet open. No advisory or investment services are offered today. What follows is what the service will include when it launches, you can start with Gnomon Tax now and move up when it’s available.

What it will include

One coordinated relationship across everything that touches your money, tax leading, planning and investments aligned to it. When Gnomon Wealth opens, every relationship will include the foundation below, tailored to your situation.

+Optional — Monarch Money expense tracking. If you want us watching your cash flow and accounts year-round, it sharpens the planning we do for you. We provision and manage it; priced separately.

Small business owners

  • ·Exit & succession planning, with the tax built in
  • ·Owner liquidity & diversification after a sale or distribution
  • ·Retirement-plan design, and the investing to fund it
  • ·Insurance & key-person needs coordinated with the plan
How we help business owners

Real estate investors

  • ·Balancing illiquid property with liquid investments
  • ·Financing & cash-flow strategy across the portfolio
  • ·1031-and-hold vs. sell-and-diversify, modeled
  • ·Estate & holding structure for what you’ve built
How we help real estate investors

Executives with equity

  • ·Diversifying a concentrated position on a tax-smart schedule
  • ·Planning around liquidity events and 10b5-1 windows
  • ·Turning vested equity into a durable portfolio
  • ·Estate planning for equity-driven wealth
How we help executives

What it will do for you

Across tax, planning, and investing, the four moves of the Gnomon Method run as one.

Calibrate

We set tax, planning, and investments to your whole situation.

  • Founders. We plan the proceeds from a future sale so they fund your retirement, not just a tax bill.
  • Real estate. We weigh the wealth locked in property against the cash you can actually live on.
  • Executives. We decide how much concentrated stock to hold or sell, based on your goals, not a rule of thumb.

Indicate

We surface what to act on across all of it, while there’s time.

  • Founders. A sale, a raise, or a retirement-plan window, flagged before the moment passes.
  • Real estate. A refinance, a disposition, or a restructure worth timing, surfaced early.
  • Executives. A vesting cliff, a liquidity event, or an AMT year, called out in advance.

Orchestrate

One team runs the tax, the plan, and the portfolio together.

  • Founders. Your attorney, banker, and the investing all move to one plan, run by us.
  • Real estate. Lenders, 1031 intermediaries, and your portfolio kept on one coordinated track.
  • Executives. Trading windows and diversification scheduled around the tax, not after it.

Compound

Coordinated moves compound across decades, not just tax years.

  • Founders. Your business grows and your wealth grows with it, without one distorting the other.
  • Real estate. Equity and rental income keep compounding on a plan you don’t have to rebuild each year.
  • Executives. Vested equity turned, piece by piece, into a portfolio built to last.

Want to be first in line?

We’re building Gnomon Wealth now. If the all-in-one picture is what you’re after, tell us, we’ll keep you posted as it nears launch. In the meantime, Gnomon Tax delivers the planning relationship today.

In development · no investment services offered yet

Start where it counts today.

Gnomon Tax gives you the year-round planning relationship now, and a clean path into Gnomon Wealth when it opens. Begin with the Diagnostic.

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