FINANCIAL PLANNING: $200/hour or flat fee plans available
retirement planning: roth conversions, backdoor & social security
Charitable planning: 'donor-advised funds'
legacy planning & trust management
portfolio managment, based on your goals & values
WE INVEST IN INDIVIDUAL STOCKs, crypto ETF'S & EQUITY/BOND ETF'S.
TAX-HARVESTING STRATEGIES AVAILABLE, WHEN NECESSARY.
FIDUCIARY STANDARD
INVEST IN YOUR VALUES
Who We Are, What We Do
Fig Tree Capital is a Registered Investment Advisor (RIA) in Pasadena, California. We help investors grow wealth through financial planning and investment management. We do this while upholding their most cherished values so that they benefit the companies and causes they care most about. We help you find investments that align with your values and we specialize in Clean Energy strategies: saving Mother Nature (or if you prefer, God's splendid Creation) one wise investment at a time is what we do.
THE FUTURE IS BRIGHT
But plan ahead.
Our financial plans allow clients to glimpse their financial future. This is more important than ever because the future is changing fast. This decade may see more innovation than any over the past century: an electric car may not only be cheaper than gas-powered, they may also us drive us to work. Advances in health care, A.I., robotics - and the very nature of employment - will undergo massive, maybe revolutionary, change.
Our financial plans and process will help you prepare for an exciting but uncertain future. The future looks bright; let's keep it that way.