A platform that gives your advisor the whole picture.
From there, your advisor manages all of your wealth, so you know every part of it is taken care of.
Everything in one place
Every account, every document, your advisor, and your own answers, on the same record your advisor works from.
Net worth
$2,847,300
Every account, updated this morning
Joint brokerage
Fidelity
Rollover IRA
Schwab
401(k)
Held away, Empower
Venture fund II
Private, 60% called
Cash and savings
Chase, connected
Revocable living trust
Signed 2021
2025 Form 1040
Filed April 2026
RSU grant agreement
Four-year vest, one-year cliff
IRA beneficiary form
Last updated before your 2023 marriage
David Baines
Your advisor, usually replies within the hour
My RSUs vest next Friday. Do I sell or hold?
Holding puts you at 31% of net worth in one stock. I ran both paths against your plan, sending it now.
And what does selling cost me in tax?
Message David...
What would pulling $50,000 out of my IRA actually cost me?
About $19,200. It lands on top of your salary in the 24% federal bracket, Colorado adds 4.4%, and under 59 and a half the 10% early withdrawal penalty applies. You would keep about 62 cents on the dollar.
Read from
Rollover IRA2025 Form 1040Retirement plan
The product screens shown on this page are illustrative mockups. They are not screenshots of a real account, and the balances, holdings, returns, projections, tax figures, and household data in them are hypothetical examples created to demonstrate platform features. Nothing here represents actual client accounts, actual investment performance, or a projection of results any client should expect. Past performance does not guarantee future results, and all investing involves risk, including the possible loss of principal.