One team. Every angle of your wealth.
Taurus Financial is a boutique financial advisory firm focused on tax-aware wealth management. We work with high-income professionals, executives, and business owners whose financial lives are genuinely complex — requiring specialized, integrated advice across taxes, equity, and wealth.
Wall Street expertise. Built for your bottom line.
Our team combines experience from the largest investment banks and Big Four tax and accounting firms — bringing investment, tax, and planning into one integrated approach.
Most advisory firms have to coordinate between three different professionals. We have all three capabilities under one roof: CPA for tax, CFA for investments, CFP for planning. One team. Zero communication gaps.
We serve clients nationwide from our offices in Jersey City, NJ and Mountain View, CA.
We focus on reducing tax drag.
Every strategy is designed around what you keep after taxes. Our core capabilities span investment, tax, estate, and business planning.
— 01 Direct indexing, long/short SMAs, tax-loss harvesting, and concentrated stock diversification — strategies engineered for after-tax outcomes.
— 02 Equity compensation planning
RSU, ISO, NQSO, ESPP, and 83(b) strategy. Pre-IPO and tender planning for tech executives and employees.
— 03 Liquidity event planning
Pre-transaction structuring for business sales, IPOs, and tender offers — and tax-efficient deployment of proceeds.
— 04 Estate & wealth transfer
GRATs, SLATs, ILITs, dynasty trusts, and charitable strategies for families approaching estate tax exposure.
— 05 Customized derivative strategies
Structured notes, prepaid variable forwards, and collars for downside protection or enhanced upside participation.
— 06 Institutional access
Strategies typically used by funds and family offices — now available to qualified individual investors.
Built for clients who need more than traditional advice.
If your financial situation involves complexity, scale, or meaningful tax exposure, a standard approach may not be enough. Here's how we operate.
01 Start with your tax problem, then build the strategy
Most advisors design a portfolio first, then ask their tax person to "help with the bill." We start with your tax exposure and build the investment plan a round it.
02 Hybrid RIA with institutional access
Fiduciary advice paired with access to strategies most advisors can't offer — long/short SMAs, exchange funds, structured notes, alternatives.
03 Built for high-income, high-complexity clients
Our typical client has $5M+ net worth and $1M+ income. Our tools and expertise are calibrated for this segment, not for retail investors.
04 Discretionary or non-discretionary — your choice
Some clients want us to manage and execute. Others want advice and prefer to make their own decisions. We support both models.
05 No requirement to move your entire portfolio
Engage us for one strategy, one account, or your full financial picture. We work alongside your existing setup if that's what fits.
06 We show the math
Clear projections on every recommendation. You'll understand exactly how a strategy impacts your outcome before you decide.
LPL Financial and LPL representatives do not provide tax or legal advice.
What you keep is what matters.
If your financial situation is complex enough that traditional advice isn't cutting it, let's have a conversation.