BIOTECH PROFESSIONALS

"Tom and team have been very helpful during our transition to retirement. We've worked with Tom for over ten years. He assessed our finances and devised a plan that helped us feel more confident about retirement. Tom’s team has the resources and tools to analyze our financial plan. We are very pleased with the experience and would recommend speaking with Tom and his team."

James Fitzgerald  |  former Director at IBM

"We've worked with Thomas Holt for over a decade, and what stands out most is his thoughtfulness and patience. He takes the time to truly understand our situation — including the nuances of my wife's and my employment circumstances and our family planning — and offers guidance based on our needs. He's kind, wise, and regularly brings new ideas for us to consider, while thinking carefully about how to approach our portfolio in a way that reflects who we are. We're grateful for the care he's brought to our planning over the years and appreciate his focus on helping us plan for the future.When markets shift, experienced investors stick to their strategy."

Keith Wilcoxen |  CSO, Hyku Biosciences